Royal Alliance Associates, Inc
About this Advisor
Donna Tso is a financial advisor based out of Honolulu, Hawaii, who has been in the industry for 10 years. Tso is an employee of Royal Alliance Associates, Inc. During their career, Tso has held roles at Lpl Financial, Metlife Securities Inc, Mml Investors Services, LLC and Royal Alliance. Tso holds Series 63 and Series 65 licenses, certifying them as both a securities agent and an investment advisor representative, and is approved to operate in Hawaii. Royal Alliance Associates, Inc is an advisory business that has its headquarters in Honolulu, Hawaii. It has offices in 905 locations and a total of 3,849 advisors. It oversees $28 billion in assets under management among its 112,286 client accounts, making it one of the largest financial advisory firms in the United States by assets under management. The firm provides financial advisory services to 134 charitable organizations. Of its 112,286 customer accounts, 18% are held by high-net-worth investors who have greater than $1 million in assets available to invest. Royal Alliance Associates, Inc provides a wide assortment 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 vary depending on which services are offered. Fee types billed by Royal Alliance Associates, Inc can consist of asset-based, hourly, fixed and other fees.
Certifications and Registrations
Years of Experience
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Royal Alliance Associates, Inc Brokerage Details
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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
Donna Tso Work History
Donna has 10 years of experience.
Mml Investors Services, LLC
Metlife Securities Inc
Donna Tso has no disclosures.
Please visit their SEC profile for more details.
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