Royal Alliance Associates, Inc
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About this Advisor
Brian Carr is a certified financial planner working in Raleigh, North Carolina, who has been in the advisory business for 11 years. Carr is currently employed by Royal Alliance Associates, Inc. Over the course of their career, Carr has held roles at Morgan Stanley Smith Barney, Carrmichael Construction., LLC, Morgan Stanley Wealth Management, Sii and Royal Alliance Associates, Inc. Carr has a Series 66 license, qualifying them as both a securities agent and an investment advisor representative, and is able to advise clients in North Carolina. Royal Alliance Associates, Inc is a financial advisory company that has its headquarters in Raleigh, North Carolina. The company has offices in 459 locations and a total of 1,933 people on staff. It administers $8 billion in assets across its 30,657 accounts, making it one of the biggest investment advisory firms in the nation by assets under management. The firm serves 40 charitable organizations. Of its 30,657 client accounts, just 13% are associated with high-net-worth clients who have at least $1 million in investable assets. The firm has a number 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 vary depending on which services the firm provides the client. Fees billed by Royal Alliance Associates, Inc can consist of 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
Brian Carr Work History
Brian has 11 years of experience.
Royal Alliance Associates, Inc
Morgan Stanley Wealth Management
Morgan Stanley Smith Barney
Carrmichael Construction., LLC
Brian Carr has no disclosures.
Please visit their SEC profile for more details.