Brian
Meehan
Royal Alliance Associates, Inc
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About this Advisor
Brian Meehan is a financial advisor operating out of Waterloo, Iowa with 5 years of industry experience. Meehan works at Royal Alliance Associates, Inc. Meehan has gained experience at Executive Benefits Dba Network Advisors, Financial Decisions Group, Transamerica Financial Advisors, Inc, Bsmf, LLC, Signator Investors, Inc and Royal Alliance Associates, Inc. Meehan has a Series 63 license, certifying them as a securities broker, and is registered to serve investors in Iowa. Royal Alliance Associates, Inc is a registered investment company that has its headquarters in Jersey City, NJ. The company has offices in 1,009 locations and a total of 3,704 people on staff. It manages $30 billion in assets under management among its 149,233 customer accounts, making it one of the biggest firms in the United States by assets under management. The firm provides financial advisory services to 191 charitable organizations. Of its 149,233 accounts, just 11% are held by high-net-worth investors who have greater than $1 million in assets. The business offers a diverse assortment 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 fee schedules depend on which services the firm provides the client. Fees billed by Royal Alliance Associates, Inc likely are comprised of some combination 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
Brian Meehan Work History
Brian has been registered as a financial advisor for 5 years.*
Royal Alliance Associates, Inc
Bsmf, LLC
Financial Decisions Group
Signator Investors, Inc
Transamerica Financial Advisors, Inc
Executive Benefits Dba Network Advisors
*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 Brian Meehan 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
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Mineola, NY
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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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