Royal Alliance Associates, Inc

Investment Advisor
in Okemos, MI

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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

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Royal Alliance Associates, Inc Brokerage Details

Total Assets Under Management


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


MI Average: 92
Total Number of Accounts


MI Average: 6,978
Average Account Size


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.


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

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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

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