Blake
Harper

Royal Alliance Associates, Inc

CRD#6421170
Investment Advisor
in Lafayette, LA

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About this Advisor

Blake Harper is a financial advisor working out of Lafayette, Louisiana, who has been in the financial industry for 10 years. Harper is currently employed by Royal Alliance Associates, Inc. The advisor has gained experience at The Rock Financial Group, Leading Edge Mfg and Royal Alliance. Harper holds a Series 66 license, certifying them as both a securities agent and an investment advisor representative, and is able to operate in Louisiana. Royal Alliance Associates, Inc is an advisory business that has its headquarters in Lafayette, Louisiana. It has offices in 905 locations and a total of 3,849 employees. It has $28 billion in assets under management among its 112,286 customer accounts, placing it among the largest financial advisory firms in the United States by assets under management. The firm advises 134 charitable organizations. Of its 112,286 customer accounts, 18% are held by high-net-worth investors who have greater than $1 million in investable assets. The business provides a wide range 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 typically vary depending on the services provided. Fee types billed by Royal Alliance Associates, Inc most likely include any blend of asset-based, hourly, fixed and other fees.

Certifications and Registrations

Series 66

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

No

Office Location

106 Sears Drive
Lafayette, LA 70503

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Royal Alliance Associates, Inc Brokerage Details

Total Assets Under Management

$28,249,401,040

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

3,849

LA Average: 92
Total Number of Accounts

112,286

LA Average: 6,978
Average Account Size

$251,584

LA 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

Blake Harper Work History

Blake has 10 years of experience.

2018 - Present (4 years)

Royal Alliance

2014 - Present (8 years)

The Rock Financial Group

2012 - 2015 (3 years)

Leading Edge Mfg

Disclosures

Blake Harper has no disclosures.

Please visit their SEC profile for more details.

Financial Advisors at Royal Alliance Associates, Inc

Maja Stojanovic
Wakefield, MA
Ramona Panday
Jersey City, NJ
Jessica Paretta
Nazareth, PA
Brendon Pierce
Warwick, RI
Donna Tso
Honolulu, HI
Sebastian Kanczugowski
Bellevue, WA
Scott Schloegel
Kansas City, MO
Matthew Hall
Raleigh, NC

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.

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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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