Royal Alliance Associates, Inc

Investment Advisor
in Charlotte, NC
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About this Advisor

Paul Haisley is a certified financial planner whose office is in Charlotte, North Carolina. Currently a registered advisor at Royal Alliance Associates, Inc, Haisley has 15 years of work experience in the financial advisory industry. Haisley maintains a Series 63 license, which qualifies the advisor as a securities representative. Haisley is registered to serve investors in North Carolina. Haisley has gained experience at Transamerica Financial Advisors, Paul R. Haisley, Cpa, Transamerica Financial Advisors, Inc, Royal Alliance Associates, Inc and Signator Investors, Inc. Royal Alliance Associates, Inc is based out of Charlotte, North Carolina, and operates out of 459 additional offices throughout the nation. In total, Royal Alliance Associates, Inc oversees $8 billion in assets throughout 30,657 accounts and retains more than 1,933 people. The firm's total assets under management places it among the biggest investment advisory firms in the nation. The firm manages 16,603 accounts on a discretionary basis, in which the advisor has the authority to make all investment decisions. Currently 13% of the advisory firm's customers are high-net-worth individuals, meaning they have greater than $1 million in investable assets. Royal Alliance Associates, Inc provides 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. The firm's fees may include asset-based, hourly, fixed and commission-based fees.

Certifications and Registrations

Series 63, Certified Financial Planner

Years of Experience

15 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



Office Location

1901 Roxborough Road Suite 101
Charlotte, NC 28211

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Royal Alliance Associates, Inc Brokerage Details

Total Assets Under Management


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


NC Average: 92
Total Number of Accounts


NC Average: 6,978
Average Account Size


NC 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

Paul Haisley Work History

Paul has 15 years of experience.

2018 - Present (1 year)

Royal Alliance Associates, Inc

2016 - Present (3 years)

Signator Investors, Inc

2003 - Present (16 years)

Paul R. Haisley, Cpa

2009 - 2016 (7 years)

Transamerica Financial Advisors, Inc

2003 - 2009 (6 years)

Transamerica Financial Advisors


Paul Haisley has no disclosures.

Please visit their SEC profile for more details.

This content was compiled from the SEC and FINRA.

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