Benjamin
Mckinney

Royal Alliance Associates, Inc

CRD#6161117
Investment Advisor
in Okemos, MI

Answer a few questions and
get matched with an advisor.

Find an Advisor

About this Advisor

Benjamin Mckinney is a financial advisor working out of Okemos, Michigan, who has 1 year of relevant experience. Mckinney is an advisor for Royal Alliance Associates, Inc. Mckinney has gained experience at T & G Financial Solutions, Biggby Coffee, Northwestern Mutual, Legacy Financial, Minnesota Life Insurance Company, Securian Financial Services Inc, Securian Financial Advisors Of Great Lakes, West Financial and Royal Alliance. Mckinney maintains a Series 66 license, certifying them as both a securities agent and an investment advisor representative, and is registered to serve investors in Michigan. Royal Alliance Associates, Inc is a financial advisory business based in Jersey City, NJ. The investment advisory business has offices in 1,009 locations and a total of 3,704 people on staff. It has $30 billion in total assets across its 149,233 customer accounts, making it one of the biggest investment advisory firms in the United States by assets under management. The firm advises 191 charities and foundations. Of its 149,233 client accounts, just 11% are associated with high-net-worth investors who have more than $1 million in investable assets. Royal Alliance Associates, Inc provides a broad assortment 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 fees largely vary depending on which services the firm provides the client. However, fee types billed by Royal Alliance Associates, Inc likely consist of asset-based, hourly and fixed fees.

Certifications and Registrations

Series 66

Years Registered*

1 year

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

Office Location

2163 University Park Dr Suite 110
Okemos, MI 48864

Not sure which advisor is right for you? Use our matching tool.

Our matching tool simplifies the process of finding a financial advisor. To match you with top financial advisors nearby, we ask you a series of questions about your retirement plans, life status, investment goals and advisor preferences, which are all important topics to consider when choosing a financial advisor. Based on that information, we match you with financial advisors near you who suit your needs. Our matching tool has connected more individuals with financial advisors than any other service in the U.S. Click here to get matched with an advisor today.

Royal Alliance Associates, Inc Brokerage Details

Total Assets Under Management

$29,536,149,674

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

3,704

MI Average: 92
Total Number of Accounts

149,233

MI Average: 6,978
Average Account Size

$197,920

MI Average: $1,450,417

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

Benjamin Mckinney Work History

Benjamin has been registered as a financial advisor for 1 years.*

2022 - Present (2 years)

Royal Alliance

2019 - 2022 (3 years)

Minnesota Life Insurance Company

2019 - 2022 (3 years)

Securian Financial Services Inc

2019 - 2022 (3 years)

Securian Financial Advisors Of Great Lakes

2015 - 2019 (4 years)

Legacy Financial

2015 - 2019 (4 years)

West Financial

2014 - 2015 (1 year)

T & G Financial Solutions

2014 - 2014 (< 1 year)

Northwestern Mutual

2013 - 2014 (1 year)

Biggby Coffee

2013 - 2013 (< 1 year)

Legacy Financial

*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 Benjamin Mckinney to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Royal Alliance Associates, Inc

Trisha Qualy
St Louis Park, MN
Joel Morales
Wesley Chapel, FL
Samuel Clark
South Jordan, UT
David Whitfield
Mishawaka, IN
Amanda Johnson
Spokane, WA
Grant Hartwell
Torrance, CA
Louis Sparacino
Mineola, NY
Phillip Wong
Wayland, MA

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.

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. Financial professionals and firms having business relationships with SmartAsset receive no special treatment or consideration in SmartAsset’s profiles.

This profile may include a firm or advisor that has a business relationship with SmartAsset, in which SmartAsset is compensated for lead referrals. SmartAsset is not a client of the aforementioned firms or advisors. SmartAsset did not receive compensation for including any of the firms or advisors in the aforementioned profile.

This page contains links to SmartAsset’s financial advisor matching tool, which may or may not match you with the advisor or firm mentioned in this profile. The matching tool does not include all available advisors and firms and matches based on specific criteria (investable assets, geography, and willingness to work with a remote advisor).

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.

Let us help match you with the right financial advisor for your needs.

Answer a few questions to get a personalized match.
Get started