Royal Alliance Associates, Inc
Answer a few questions and
get matched with an advisor.
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
Years of Experience
Not sure which advisor is right for you? Use our matching tool.
Our matching tool simplifies the process of finding a financial advisor. To match you with top financial advisors nearby, we ask you a series of questions about your retirement plans, life status, investment goals and advisor preferences, which are all important topics to consider when choosing a financial advisor. Based on that information, we match you with financial advisors near you who suit your needs. Our matching tool has connected more individuals with financial advisors than any other service in the U.S. Click here to get matched with an advisor today.
Royal Alliance Associates, Inc Brokerage Details
Let us help match you with the right financial advisor for your needs.Answer a few questions to get a personalized match.
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.
Royal Alliance Associates, Inc
Central Financial Group
Ameritas Investment Corp
Bankers Life & Casualty
Clayton Cheney has no disclosures.
Please visit their SEC profile for more details.
Financial Advisors at Royal Alliance Associates, Inc
Lenoir City, TN