Royal Alliance Associates, Inc
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About this Advisor
Raymond Jacques is a certified financial planner based in Peabody, Massachusetts. Currently an advisor with Royal Alliance Associates, Inc, Jacques has a notable 26 years of experience as a registered investment advisor. Jacques holds Series 63 and Series 65 licenses, certifying the advisor as both a securities agent and an investment advisor representative. Jacques can act as a financial advisor based out of Massachusetts and New Hampshire. Throughout their career, Jacques has worked at New England Schooner, Inc and Royal Alliance Associates, Inc. Royal Alliance Associates, Inc is headquartered in Peabody, Massachusetts, and has 459 additional brick-and-mortar locations in the nation. Overall, Royal Alliance Associates, Inc oversees $8 billion in assets dispersed across 30,657 client accounts and employs more than 1,933 people. The amount of assets the firm manages makes it one of the biggest investment advisory firms in the country. The firm manages 16,603 accounts on a discretionary basis, meaning the advisor makes investment decisions at their discretion. Currently 13% of the advisor firm's investors are high-net-worth individuals, meaning they have greater than $1 million in capital. Royal Alliance Associates, Inc provides 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
Years of Experience
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Royal Alliance Associates, Inc Brokerage Details
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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
Raymond Jacques Work History
Raymond has 26 years of experience.
New England Schooner, Inc
Royal Alliance Associates, Inc
Raymond Jacques has disclosures.
Please visit their SEC profile for more details.
Financial Advisors at Royal Alliance Associates, Inc
West Harrison, NY