Stephanie
Zemore

Royal Alliance Associates, Inc

CRD#4894314
Investment Advisor
in Flint, MI

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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

Series 63, Series 66

Years of Experience

16 years

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, Commissions

Disclosures

No

Office Location

G-4080 Miller Road
Flint, MI 48507

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Royal Alliance Associates, Inc Brokerage Details

Total Assets Under Management

$16,700,637,764

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

2,965

MI Average: 92
Total Number of Accounts

75,586

MI Average: 6,978
Average Account Size

$220,949

MI Average: $1,450,417

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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.

2009 - Present (12 years)

Financial Planning Advisory Corp

2005 - Present (16 years)

Royal Alliance Associates

2004 - Present (17 years)

Financial & Tax Planning Inc

Disclosures

Stephanie Zemore has no disclosures.

Please visit their SEC profile for more details.

Financial Advisors at Royal Alliance Associates, Inc

Marc Edwards
Livingston, NJ
Andrew King
Charlotte, NC
Nicholas Burns
Greenville, OH
Lee Gottlieb
Linwood, NJ
Christopher Dame
Saint George, UT
Annetta Box Taylor
Dallas, TX
Jason Bozard
Virginia Beach, VA
Nicholas Pangakis
Raleigh, NC

This content was compiled from the SEC and FINRA.

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.

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