Royal Alliance Associates, Inc
About this Advisor
Stephanie Zemore is a financial advisor in Flint, Michigan. Currently a registered investment advisor at Royal Alliance Associates, Inc, they have accrued 16 years of work experience in the financial advisory industry. Zemore holds Series 63 and Series 66 licenses, designating them as a securities agent. Zemore is registered to act as an advisor based out of Michigan. Throughout their career, they have worked at Financial & Tax Planning Inc, Royal Alliance Associates and Financial Planning Advisory Corp. Royal Alliance Associates, Inc is based out of Flint, Michigan, and has 952 additional brick-and-mortar locations across the nation. In aggregate, Royal Alliance Associates, Inc manages $17 billion in assets across 75,586 accounts and retains more than 2,965 people. The level of assets currently under the firm's management places it among the biggest investment advisory firms in the country. The firm manages 62,530 accounts on a discretionary basis, meaning the advisor makes investment decisions at their discretion. Currently 17% of the firm's customers are high-net-worth individuals, meaning they have greater than $1 million in investable assets. Royal Alliance Associates, Inc can offer 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. The firm's fees may include asset-based, hourly, fixed and commission-based 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
Stephanie Zemore Work History
Stephanie has 16 years of experience.
Financial Planning Advisory Corp
Royal Alliance Associates
Financial & Tax Planning Inc
Stephanie Zemore has no disclosures.
Please visit their SEC profile for more details.
Financial Advisors at Royal Alliance Associates, Inc
Saint George, UT
Virginia Beach, VA
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 use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.