James
Royals
The Fiduciary Alliance
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About this Advisor
James Royals is a financial advisor based in High Point, North Carolina, working with The Fiduciary Alliance. James has previously held positions at Wealth Advisory Partners, The Valueplan Financial Group, Inc, Nfp Securities, Inc, Kestra Investment Services, LLC, Fortune Financial Services, Bridgeway Financial Services, LLC, The Fiduciary Alliance, LLC, and Kestra Advisory Services, LLC. James has passed the Series 63 and Series 65 regulatory exams and is registered to provide services in North Carolina. Currently, James is part of The Fiduciary Alliance, which operates out of High Point, North Carolina. The firm has 14 offices and 42 employees. The firm manages assets totaling $1.2 billion and serves high-net-worth clients. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, selection of other advisers, and educational seminars. The fee structure at The Fiduciary Alliance includes asset-based, hourly, fixed, and performance-based fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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The Fiduciary Alliance Brokerage Details
$1,227,969,964
42
16,591
$74,014
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Selection of other advisers
- Educational seminars/workshops
James Royals Work History
Fortune Financial Services
The Fiduciary Alliance, LLC
Bridgeway Financial Services, LLC
Kestra Advisory Services, LLC
Kestra Investment Services, LLC
Wealth Advisory Partners
Nfp Securities, Inc
The Valueplan Financial Group, Inc
Disclosures
Please visit the SEC profile of James Royals to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at The Fiduciary Alliance
Greenville, SC
Greenville, SC
Greenville, SC
Bagley, MN
Greenville, SC
Greenville, SC
Tewksbury, MA
Greenville, SC
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