Royal Alliance Associates, Inc
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About this Advisor
Raymond Jacques is a certified financial planner who lives in Peabody, Massachusetts. Currently an investment advisor with Royal Alliance Associates, Inc, Jacques has a notable 27 years of professional experience as a financial advisor. Jacques holds Series 63 and Series 65 licenses, designating 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. Over the course of their career, they have held roles at New England Schooner, Inc and Royal Alliance Associates, Inc. Royal Alliance Associates, Inc is headquartered in Peabody, Massachusetts, and has 968 additional locations across the country. In total, Royal Alliance Associates, Inc manages $13 billion in assets dispersed across 62,916 client accounts and retains more than 2,951 people. The firm's total assets under management places it among the biggest investment advisory firms in the country. The firm manages 38,447 accounts on a discretionary basis, meaning the advisor makes investment decisions at their discretion. Currently 16% of the firm's customers are high-net-worth individuals, meaning they have more than $1 million in capital. Royal Alliance Associates, Inc can provide 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 28 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
Lenoir City, TN