Jeffrey
Bigler

Royal Alliance Associates, Inc

CRD#1850797
Investment Advisor
in Boston, MA
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About this Advisor

Jeffrey Bigler is a financial advisor located in Boston, Massachusetts. Currently a registered investment advisor at Royal Alliance Associates, Inc, Bigler has an impressive 29 years of professional experience as a financial advisor. Bigler has a Series 63 license, certifying them as a securities representative. Bigler can operate based out of Minnesota and Texas. During their career, Bigler has held roles at Jadco, Life Investors, Bigler Financial Services, Transamerica Financial Advisors, Inc, Advanced Financial Consultants/Advanced Financial, Grobig Properties, Signator Investors, Inc and Royal Alliance Associates, Inc. Royal Alliance Associates, Inc is based out of Boston, Massachusetts, and has 459 other locations in the United States. As a registered advisory firm, Royal Alliance Associates, Inc manages $8 billion in assets throughout 30,657 client accounts and retains more than 1,933 people. The amount of assets the firm manages places it among the largest financial advisory firms in the nation. The firm manages 16,603 accounts on a discretionary basis, in which the advisor makes investment decisions at their discretion. Currently 13% of the advisory firm's investors are high-net-worth individuals, meaning they have greater than $1 million in assets. Royal Alliance Associates, Inc offers 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's fees may include asset-based, hourly, fixed and commission-based fees.

Certifications and Registrations

Series 63

Years of Experience

29 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

200 Berkeley Street 3Rd Floor
Boston, MA 02117

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Royal Alliance Associates, Inc Brokerage Details

Total Assets Under Management

$7,615,432,719

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

1,933

MA Average: 92
Total Number of Accounts

30,657

MA Average: 6,978
Average Account Size

$248,408

MA 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

Jeffrey Bigler Work History

Jeffrey has 29 years of experience.

2018 - Present (1 years)

Royal Alliance Associates, Inc

2016 - Present (3 years)

Signator Investors, Inc

2005 - 2009 (4 years)

Grobig Properties

2002 - Present (17 years)

Advanced Financial Consultants/Advanced Financial

1999 - Present (20 years)

Jadco

1998 - 2016 (18 years)

Transamerica Financial Advisors, Inc

1997 - Present (22 years)

Bigler Financial Services

1989 - 2012 (23 years)

Life Investors

Disclosures

Jeffrey Bigler has no disclosures.

Please visit their SEC profile for more details.

This content was compiled from the SEC and FINRA.

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