Robert
Braun

Royal Alliance Associates, Inc

CRD#2042321
Investment Advisor
in Missoula, MT

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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

Series 63, Series 66

Years of Experience

13 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

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

$16,700,637,764

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

2,965

MT Average: 92
Total Number of Accounts

75,586

MT Average: 6,978
Average Account Size

$220,949

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

Robert Braun Work History

Robert has 13 years of experience.

2018 - Present (3 years)

Royal Alliance Associates, Inc

2015 - 2018 (3 years)

Signator Investors, Inc

2012 - 2015 (3 years)

Symetra Investment Services, Inc

2007 - 2012 (5 years)

Pacific West Securities, Inc

Disclosures

Robert Braun has disclosures.

Please visit their SEC profile for more details.

Financial Advisors at Royal Alliance Associates, Inc

Jeffrey Susskind
Livingston, NJ
Annetta Box Taylor
Dallas, TX
James Smith
Pflugerville, TX
Andrew King
Charlotte, NC
Chad Fratto
Jersey City, NJ
Zachary Scott
Indianapolis, IN
Jarrod Mckee
Greenville, OH
Javier Fernandez
San Antonio, TX

This content was compiled from the SEC and FINRA.

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