Mark
Morash

Royal Alliance Associates, Inc

CRD#2156085
Investment Advisor
in Westwood, KS

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About this Advisor

Mark Morash is a financial advisor working out of Westwood, Kansas, with 10 years of professional experience. Morash is currently employed by Royal Alliance Associates, Inc. Their career trajectory has included roles at Transamerica Financial Advisors, Inc, Bankers & Investors Co, Royal Alliance Associates, Inc and Signator Investors, Inc. Morash maintains Series 63 and Series 65 licenses, which qualify them as both a securities agent and an investment advisor representative, and is able to operate in Kansas. Royal Alliance Associates, Inc is an advisory business that has its headquarters in Westwood, Kansas. It has offices in 905 locations and a total of 3,849 employees. It manages $28 billion in assets under management among its 112,286 customer accounts, making it one of the largest financial advisory firms in the country by assets under management. The firm serves 134 charitable organizations. Of its 112,286 client accounts, 18% are associated with high-net-worth clients who have greater than $1 million in assets available to invest. Royal Alliance Associates, Inc has a diverse 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. A financial advisor's fee schedules vary depending on which service is provided. However, fee types billed by Royal Alliance Associates, Inc can be comprised of some combination of asset-based, hourly, fixed and other fees.

Certifications and Registrations

Series 63, Series 65

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

Yes

Office Location

Westwood, KS

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Royal Alliance Associates, Inc Brokerage Details

Total Assets Under Management

$28,249,401,040

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

3,849

KS Average: 92
Total Number of Accounts

112,286

KS Average: 6,978
Average Account Size

$251,584

KS 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

Mark Morash Work History

Mark has 10 years of experience.

2018 - Present (4 years)

Royal Alliance Associates, Inc

2016 - 2018 (2 years)

Signator Investors, Inc

2014 - 2016 (2 years)

Transamerica Financial Advisors, Inc

2012 - 2014 (2 years)

Bankers & Investors Co

Disclosures

Mark Morash has disclosures.

Please visit their SEC profile for more details.

Financial Advisors at Royal Alliance Associates, Inc

Nicholas Rightnowar
Maumee, OH
Gregory Fockler
Toledo, OH
Rodger Hobbs
San Jose, CA
John Franzago
West Dennis, MA
Kevin Bateman
Missoula, MT
Ramona Panday
Jersey City, NJ
Herbert Scheffler
Stevensville, MI
Lori Glennon
Utica, NY

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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