Gary
Holvick
Royal Alliance Associates, Inc
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About this Advisor
Gary Holvick is a certified financial planner and chartered financial consultant who works in Fenton, Michigan with 1 year of industry experience. Holvick is an advisor for Royal Alliance Associates, Inc. Their career trajectory has included roles at Northwestern Mutual Life Insurance Company, Northwestern Mutual Investment Services, LLC, Northwestern Mutual Wealth Management Company, Massmutual Life Insurance Company, Mml Investors Services, LLC and Royal Alliance Associates, Inc. Holvick maintains Series 63 and Series 66 licenses, which qualify them as a securities agent, and can advise clients in Michigan. Royal Alliance Associates, Inc is a registered investment business operating out of Jersey City, NJ. The firm has offices in 1,009 locations and a total of 3,704 advisors. It oversees $30 billion in assets under management across its 149,233 client accounts, placing it among the largest investment advisory firms in the nation by assets under management. The firm advises 191 charitable organizations. Of its 149,233 customer accounts, just 11% belong to high-net-worth clients who have greater than $1 million in investable assets. Royal Alliance Associates, Inc has a number 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. Fees charged by financial advisors largely are based on which services are provided. However, fees charged by Royal Alliance Associates, Inc most likely consist of 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
$29,536,149,674
3,704
149,233
$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
Gary Holvick Work History
Gary has been registered as a financial advisor for 1 years.*
Royal Alliance Associates, Inc
Massmutual Life Insurance Company
Mml Investors Services, LLC
Northwestern Mutual Wealth Management Company
Northwestern Mutual Investment Services, LLC
Northwestern Mutual Life Insurance Company
Northwestern Mutual Investment Services, LLC
*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 Gary Holvick 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.
