Royal Alliance Associates, Inc
About this Advisor
Robert Braun is a financial advisor based in Missoula, Montana, with a total of 13 years of financial industry experience. Braun is an employee of Royal Alliance Associates, Inc. Over the course of their career, they have held roles at Pacific West Securities, Inc, Symetra Investment Services, Inc, Royal Alliance Associates, Inc and Signator Investors, Inc. Braun maintains Series 63 and Series 66 licenses, qualifying them as a securities agent, and is registered to work in Montana. Royal Alliance Associates, Inc is a financial advisory firm that has its headquarters in Missoula, Montana. The investment advisory business has offices in 952 locations and a total of 2,965 financial advisors. It manages $17 billion in total assets among its 75,586 customer accounts, placing it among the largest firms in the nation by assets under management. The firm provides financial advisory services to 90 charitable organizations. Of its 75,586 customer accounts, 17% are associated with high-net-worth individuals who have greater than $1 million in assets. The advisory firm provides a diverse range 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 usually vary depending on which services the firm provides the client. Fee types charged by Royal Alliance Associates, Inc may include some blend of 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
Robert Braun Work History
Robert has 13 years of experience.
Royal Alliance Associates, Inc
Signator Investors, Inc
Symetra Investment Services, Inc
Pacific West Securities, Inc
Robert Braun has disclosures.
Please visit their SEC profile for more details.
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