Kevin
Cool
Royal Alliance Associates, Inc
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About this Advisor
Kevin Cool is a financial advisor who works out of Tampa, Florida with a total of 1 year of relevant experience. Cool is an employee of Royal Alliance Associates, Inc. Over the course of their career, they have held roles at Steadfast Capital Markets Group, Inc, Steadfast Companies, Resource Securities, Inc, Tiaa, Tiaa-Cref Individual & Institutional Services, LLC, American General Life Insurance, Aig Capital Services, Inc and Royal Alliance Associates, Inc. Cool holds Series 63 and Series 65 licenses, designating them as both a securities agent and an investment advisor representative, and can serve investors in Florida, Georgia and Pennsylvania. Royal Alliance Associates, Inc is a financial advisory company that has its headquarters in Jersey City, NJ. The investment advisory business has offices in 1,009 locations and a total of 3,704 people on staff. It oversees $30 billion in assets under management between its 149,233 client accounts, making it one of the largest financial advisory firms in the United States by assets under management. The firm serves 191 charitable organizations. Of its 149,233 accounts, just 11% are associated with high-net-worth individuals who have greater than $1 million in assets available to invest. The company provides a broad set of services, including financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, selection of other advisers and educational seminars. Financial advisory fees largely vary depending on which services the firm provides the client. However, fee types charged by Royal Alliance Associates, Inc most likely include any blend of asset-based, hourly and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Royal Alliance Associates, Inc Brokerage Details
$29,536,149,674
3,704
149,233
$197,920
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Pension consulting services
- Selection of other advisers
- Educational seminars/workshops
Kevin Cool Work History
Kevin has been registered as a financial advisor for 1 years.*
Royal Alliance Associates, Inc
American General Life Insurance
Aig Capital Services, Inc
Tiaa
Tiaa-Cref Individual & Institutional Services, LLC
Resource Securities, Inc
Steadfast Capital Markets Group, Inc
Steadfast Companies
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Kevin Cool to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Royal Alliance Associates, Inc
Torrance, CA
Jersey City, NJ
Jersey City, NJ
Mishawaka, IN
Wesley Chapel, FL
Bellevue, WA
Mineola, NY
Wayland, MA
The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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