Kevin
Bateman

Royal Alliance Associates, Inc

CRD#2588017
Investment Advisor
in Missoula, MT

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About this Advisor

Kevin Bateman is a financial advisor based in Missoula, Montana, who has been in the advisory business for 10 years. Bateman currently works for Royal Alliance Associates, Inc. Their career trajectory has included roles at Symetra Investment Services, Inc, Signator Investors, Inc and Royal Alliance Associates, Inc. Bateman has Series 63 and Series 66 licenses, qualifying them as a securities broker, and is able to serve investors in Montana. Royal Alliance Associates, Inc is an advisory company operating in Missoula, Montana. The company has offices in 905 locations and a total of 3,849 financial advisors. It controls $28 billion in total assets across its 112,286 customer accounts, making it one of the largest firms in the nation by assets under management. The firm advises 134 charities and foundations. Of its 112,286 client accounts, 18% belong to high-net-worth clients who have more than $1 million in assets available to invest. The advisory firm provides a wide 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. A financial advisor's fee schedules typically vary depending on which services the firm provides the client. However, fees charged by Royal Alliance Associates, Inc may include asset-based, hourly, fixed and other fees.

Certifications and Registrations

Series 63, Series 66

Years of Experience

10 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, Others

Disclosures

Yes

Office Location

2419 Mullan Road Suite C
Missoula, MT 59808

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Royal Alliance Associates, Inc Brokerage Details

Total Assets Under Management

$28,249,401,040

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

3,849

MT Average: 92
Total Number of Accounts

112,286

MT Average: 6,978
Average Account Size

$251,584

MT 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

Kevin Bateman Work History

Kevin has 10 years of experience.

2018 - Present (4 years)

Royal Alliance Associates, Inc

2015 - 2018 (3 years)

Signator Investors, Inc

2012 - 2015 (3 years)

Symetra Investment Services, Inc

Disclosures

Kevin Bateman has disclosures.

Please visit their SEC profile for more details.

Financial Advisors at Royal Alliance Associates, Inc

Donna Tso
Honolulu, HI
Walter Wood
Birmingham, AL
Elijah Murray
Plano, TX
Russell Munn
Henrico, VA
Sebastian Kanczugowski
Bellevue, WA
Blake Harper
Lafayette, LA
Jessica Paretta
Nazareth, PA
Nicholas Rightnowar
Maumee, OH

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 profile-compliance@smartasset.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.

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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 the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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