Royal Alliance Associates, Inc
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About this Advisor
Philip Romano is a certified financial planner operating out of Raleigh, North Carolina, who has been in the financial industry for 10 years. Romano is an employee of Royal Alliance Associates, Inc. During their career, Romano has held roles at Allegheny Financial Group, Atos Corporation, Digital Bridge Communications, Royal Alliance Associates, Inc and Capitol Financial Solutions. Romano has a Series 66 license, designating them as both a securities agent and an investment advisor representative, and is approved to operate in North Carolina. Royal Alliance Associates, Inc is a financial advisory firm operating out of Raleigh, North Carolina. It has offices in 459 locations and a total of 1,933 people on staff. It has $8 billion in assets between its 30,657 customer accounts, making it one of the largest investment advisory firms in the United States by assets under management. The firm serves 40 charitable organizations. Of its 30,657 accounts, just 13% are associated with high-net-worth investors who have more than $1 million in assets. Royal Alliance Associates, Inc 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 fee schedules typically are based on the type of financial services. Fee types billed by Royal Alliance Associates, Inc likely include any 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
Philip Romano Work History
Philip has 10 years of experience.
Royal Alliance Associates, Inc
Capitol Financial Solutions
Allegheny Financial Group
Digital Bridge Communications
Philip Romano has no disclosures.
Please visit their SEC profile for more details.