Royal Alliance Associates, Inc
About this Advisor
Herbert Scheffler is a financial advisor working out of Stevensville, Michigan, who has been in the financial industry for 10 years. Scheffler is on the advisory team at Royal Alliance Associates, Inc. The advisor has gained experience at Oppenheimer & Co. Inc, Lpl Financial, LLC and Michigan Financial. Scheffler has Series 63 and Series 65 licenses, which qualify 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 business that has its headquarters in Stevensville, Michigan. The company has offices in 905 locations and a total of 3,849 employees. It administers $28 billion in assets under management between its 112,286 customer accounts, placing it among the biggest investment advisory firms in the nation by assets under management. The firm provides services to 134 charitable organizations. Of its 112,286 accounts, 18% belong to high-net-worth investors who have more than $1 million in investable assets. Royal Alliance Associates, Inc performs a wide assortment 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. A financial advisor's fees vary depending on which services the firm provides the client. Fees charged by Royal Alliance Associates, Inc most likely consist of any combination of asset-based, hourly, fixed and other 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
Herbert Scheffler Work History
Herbert has 10 years of experience.
Lpl Financial, LLC
Oppenheimer & Co. Inc
Herbert Scheffler has disclosures.
Please visit their SEC profile for more details.
Financial Advisors at Royal Alliance Associates, Inc
St Louis Park, MN
Kansas City, MO
The content in this profile was updated by SmartAsset on 04/01/2022 using publicly available data compiled from the SEC and FINRA. To report any data inconsistencies or errors, please contact email@example.com.
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