Royal Alliance Associates, Inc
About this Advisor
Matthew Mcafee is a financial advisor who works in Starkville, Mississippi, who has been in the financial industry for 12 years. Mcafee is an advisor for Royal Alliance Associates, Inc. The advisor has gained experience at Symetra Investment Services, Inc, Signator Investors, Inc and Royal Alliance Associates, Inc. Mcafee maintains a Series 66 license, designating them as both a securities agent and an investment advisor representative, and is approved to work in Mississippi. Royal Alliance Associates, Inc is a financial advisory firm headquartered in Starkville, Mississippi. The company has offices in 905 locations and a total of 3,849 advisors. It oversees $28 billion in total assets between its 112,286 accounts, making it one of the largest firms in the country by assets under management. The firm advises 134 charities and foundations. Of its 112,286 customer accounts, 18% are associated with high-net-worth clients who have greater than $1 million in investable assets. The business provides a wide set 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. A financial advisor's fees largely depend on the type of services. Fee types charged by Royal Alliance Associates, Inc likely are comprised of asset-based, hourly, fixed and other fees.
Certifications and Registrations
Years of Experience
Not sure which advisor is right for you? Use our matching tool.
Our matching tool simplifies the process of finding a financial advisor. To match you with top financial advisors nearby, we ask you a series of questions about your retirement plans, life status, investment goals and advisor preferences, which are all important topics to consider when choosing a financial advisor. Based on that information, we match you with financial advisors near you who suit your needs. Our matching tool has connected more individuals with financial advisors than any other service in the U.S. Click here to get matched with an advisor today.
Royal Alliance Associates, Inc Brokerage Details
Let us help match you with the right financial advisor for your needs.Answer a few questions to get a personalized match.
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
Matthew Mcafee Work History
Matthew has 12 years of experience.
Royal Alliance Associates, Inc
Signator Investors, Inc
Symetra Investment Services, Inc
Matthew Mcafee has no disclosures.
Please visit their SEC profile for more details.
Financial Advisors at Royal Alliance Associates, Inc
Kansas City, MO
Jersey City, NJ
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. The named financial professional and firm have not reviewed, approved, or endorsed this profile and are not responsible for its accuracy. Profile content is produced by SmartAsset independently of any business relationships that might exist between SmartAsset and the named financial professional and firm, and financial professionals and firms having business relationships with SmartAsset receive no special treatment or consideration in SmartAsset’s profiles.
This page contains links to SmartAsset’s financial advisor matching tool, which may or may not match you with the advisor or firm mentioned in this profile. The matching tool does not include all available advisors and firms and matches based on specific criteria (investable assets, geography, and willingness to work with a remote advisor).
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.