John
Mcavoy
Royal Alliance Associates, Inc
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About this Advisor
John Mcavoy is a certified financial planner working in Needham Heights, Massachusetts with a total of 5 years of relevant experience. Mcavoy currently works for Royal Alliance Associates, Inc. Their career trajectory has included roles at Investors Capital Corporation, Waterstone Financial Services, Provident Mutual Life, Sii, Centinel Financial Group LLC and Royal Alliance Associates, Inc. Mcavoy maintains a Series 63 license, designating them as a securities representative, and is approved to work in California and Massachusetts. Royal Alliance Associates, Inc is a financial advisory company that has its headquarters in Jersey City, NJ. The firm has offices in 1,009 locations and a total of 3,704 people on staff. It administers $30 billion in assets among its 149,233 customer accounts, making it one of the biggest investment advisory firms in the nation by assets under management. The firm provides services to 191 charitable organizations. Of its 149,233 accounts, just 11% are associated with high-net-worth clients who have greater than $1 million in investable assets. The advisory firm performs a wide assortment of services, including 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 fees vary depending on which services the firm provides the client. However, fee types charged by Royal Alliance Associates, Inc can include asset-based, hourly and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Royal Alliance Associates, Inc Brokerage Details
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$29,536,149,674
![](https://d31s10tn3clc14.cloudfront.net/imgs/falc/employees@2x.png)
3,704
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149,233
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$197,920
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
John Mcavoy Work History
John has been registered as a financial advisor for 5 years.*
Royal Alliance Associates, Inc
Centinel Financial Group LLC
Sii
Investors Capital Corporation
Waterstone Financial Services
Provident Mutual Life
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of John Mcavoy to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
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The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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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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