Taylor
Mcbee

Royal Alliance Associates, Inc

CRD#6035455
Investment Advisor
in Calhoun, GA

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About this Advisor

Taylor Mcbee is a financial advisor based out of Calhoun, Georgia, with a total of 10 years of work experience. Mcbee is on the advisory team at Royal Alliance Associates, Inc. Over the course of their career, Mcbee has held roles at Transamerica Financial Advisors, Inc, Dudley Asset Management, Signator Investors, Inc and Royal Alliance Associates, Inc. Mcbee maintains a Series 66 license, certifying them as both a securities agent and an investment advisor representative, and is registered to operate in Florida, Georgia, North Carolina and Texas. Royal Alliance Associates, Inc is a registered investment business that has its headquarters in Calhoun, Georgia. It has offices in 905 locations and a total of 3,849 financial advisors. It handles $28 billion in total assets across its 112,286 customer accounts, placing it among the biggest firms in the United States by assets under management. The firm serves 134 charities and foundations. Of its 112,286 customer accounts, 18% are held by high-net-worth investors who have more than $1 million in assets. Royal Alliance Associates, Inc performs a broad range of services, such as 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 management fees typically vary depending on the services. However, fee types charged by Royal Alliance Associates, Inc most likely are comprised of asset-based, hourly, fixed and other fees.

Certifications and Registrations

Series 66

Years of Experience

10 years

Services Offered

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

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees, Others

Disclosures

No

Office Location

200 Professional Court Suite B
Calhoun, GA 30701

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Royal Alliance Associates, Inc Brokerage Details

Total Assets Under Management

$28,249,401,040

GA Average: $10,121,009,343
Total Number of Employees

3,849

GA Average: 92
Total Number of Accounts

112,286

GA Average: 6,978
Average Account Size

$251,584

GA Average: $1,450,417

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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

Taylor Mcbee Work History

Taylor has 10 years of experience.

2018 - Present (4 years)

Royal Alliance Associates, Inc

2012 - Present (10 years)

Transamerica Financial Advisors, Inc

2012 - Present (10 years)

Dudley Asset Management

2016 - 2018 (2 years)

Signator Investors, Inc

Disclosures

Taylor Mcbee has no disclosures.

Please visit their SEC profile for more details.

Financial Advisors at Royal Alliance Associates, Inc

Charles Ruddy
Boca Raton, FL
Nicholas Rightnowar
Maumee, OH
Trisha Qualy
St Louis Park, MN
Blake Harper
Lafayette, LA
Tiffany Jones
Princeton, NJ
Donna Tso
Honolulu, HI
Sebastian Kanczugowski
Bellevue, WA
Herbert Scheffler
Stevensville, MI

The content in this profile was updated by SmartAsset on 04/01/2022 using publicly available data compiled from the SEC and FINRA. To report any data inconsistencies or errors, please contact profile-compliance@smartasset.com.

The named financial professional and firm have not reviewed, approved, or endorsed this profile and are not responsible for its accuracy. Profile content is produced by SmartAsset independently of any business relationships that might exist between SmartAsset and the named financial professional and firm, and financial professionals and firms having business relationships with SmartAsset receive no special treatment or consideration in SmartAsset’s profiles.

This profile may include a firm or advisor that has a business relationship with SmartAsset, in which SmartAsset is compensated for lead referrals. SmartAsset is not a client of the aforementioned firms or advisors. SmartAsset did not receive compensation for including any of the firms or advisors in the aforementioned profile.

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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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