Clayton
Cheney

Royal Alliance Associates, Inc

CRD#5884820
Investment Advisor
in Johnston, IA

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About this Advisor

Clayton Cheney is a financial advisor based in Johnston, Iowa. Currently an investment advisor with Royal Alliance Associates, Inc, they have accumulated 11 years of work experience. Cheney holds Series 63 and Series 65 licenses, qualifying them as both a securities agent and an investment advisor representative. Cheney is registered to serve clients in Arkansas, Iowa, Minnesota, Nebraska and Texas. During their career, the advisor has held roles at Central Financial Group, Bankers Life & Casualty, Ameritas Investment Corp, Sii and Royal Alliance Associates, Inc. Royal Alliance Associates, Inc is headquartered in Johnston, Iowa, and operates out of 968 additional brick-and-mortar locations in the United States. As an advisory firm, Royal Alliance Associates, Inc oversees $13 billion in assets dispersed across 62,916 client accounts and retains more than 2,951 people. The firm's total assets under management makes it one of the largest investment advisory firms in the United States. The firm manages 38,447 accounts on a discretionary basis, meaning the advisor has the authority to make all investment decisions. Currently 16% of the advisory firm's customers are high-net-worth individuals, meaning they have greater than $1 million in investable assets. Royal Alliance Associates, Inc can offer 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. The firm may charge clients asset-based, hourly, fixed and commission-based fees.

Certifications and Registrations

Series 63, Series 65

Years of Experience

12 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, Commissions

Disclosures

No

Office Location

5700 Merle Hay Road
Johnston, IA 50131

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Royal Alliance Associates, Inc Brokerage Details

Total Assets Under Management

$12,621,142,596

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

2,951

IA Average: 92
Total Number of Accounts

62,916

IA Average: 6,978
Average Account Size

$200,603

IA 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

Clayton Cheney Work History

Clayton has 12 years of experience.

2018 - Present (2 years)

Royal Alliance Associates, Inc

2010 - Present (10 years)

Central Financial Group

2017 - 2018 (1 year)

Sii

2011 - 2017 (6 years)

Ameritas Investment Corp

2008 - 2010 (2 years)

Bankers Life & Casualty

Disclosures

Clayton Cheney has no disclosures.

Please visit their SEC profile for more details.

Financial Advisors at Royal Alliance Associates, Inc

Jarrod Mckee
Greenville, OH
Gregory Kubinski
Southfield, MI
Andy Engebretsen
Lenoir City, TN
Anthony Krncevic
Maumee, OH
Timothy Maurer
Rochester, MI
Christopher Sabatini
Southfield, MI
Matthew Reichel
Wauchula, FL
Sarah Walkinshaw
Nashville, TN

This content was compiled from the SEC and FINRA.

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