Kyle
Hall

Royal Alliance Associates, Inc

CRD#6353234
Investment Advisor
in Trenton, MI

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About this Advisor

Kyle Hall is a financial advisor operating out of Trenton, Michigan with 1 year of industry experience. Hall works at Royal Alliance Associates, Inc. Throughout their career, Hall has worked at Hantz Financial Services, Ruby Tuesday'S, Cvs, Wayne State University and Royal Alliance Associates, Inc. Hall has a Series 66 license, certifying them as both a securities agent and an investment advisor representative, and is able to advise clients in Michigan and Pennsylvania. 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 employees. It oversees $30 billion in total assets between its 149,233 client accounts, placing it among the largest investment advisory firms in the nation by assets under management. The firm serves 191 charitable organizations. Of its 149,233 client accounts, just 11% belong to high-net-worth clients who have more than $1 million in assets available to invest. The advisory firm performs a broad array 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. Financial advisory fees typically are based on which services the firm provides the client. However, fee types billed by Royal Alliance Associates, Inc most likely include 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

3272 West Rd Suite 1
Trenton, MI 48183

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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

Kyle Hall Work History

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

2022 - Present (2 years)

Royal Alliance Associates, Inc

2014 - 2014 (< 1 year)

Hantz Financial Services

2014 - 2022 (8 years)

Hantz Financial Services

2013 - 2014 (1 year)

Ruby Tuesday'S

2011 - 2013 (2 years)

Cvs

2010 - 2014 (4 years)

Wayne State University

*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 Kyle Hall 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

Nicholas Adams
Southfield, MI
Arthur Cosper
Temple, TX
Austen Harvey
Jersey City, NJ
David Whitfield
Mishawaka, IN
Noah Buehner
Fort Wayne, IN
Elijah Murray
Plano, TX
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.

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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.

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