Royal Alliance Associates, Inc
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About this Advisor
Stephen Grice is a certified financial planner operating in Charlotte, North Carolina, with a total of 30 years of work experience. Grice works at Royal Alliance Associates, Inc. Their career trajectory has included roles at Royal Alliance Associates, Inc, Furman Insurance Agency, Transamerica Financial Resources, Inc, Transamerica Financial Advisors, Inc and Signator Investors, Inc. Grice has a Series 63 license, designating them as a securities broker, and can advise clients in Colorado, Washington, D.c. and North Carolina. Royal Alliance Associates, Inc is a financial advisory company that has its headquarters in Charlotte, North Carolina. The company has offices in 459 locations and a total of 1,933 employees. It handles $8 billion in assets among its 30,657 accounts, making it one of the biggest financial advisory firms in the United States by assets under management. The firm provides financial advisory services to 40 charities and foundations. Of its 30,657 client accounts, just 13% are associated with high-net-worth clients who have at least $1 million in assets available to invest. The company has a number of services, including 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 depend on which services are offered. However, fee types billed by Royal Alliance Associates, Inc can include 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
Stephen Grice Work History
Stephen has 30 years of experience.
Royal Alliance Associates, Inc
Signator Investors, Inc
Transamerica Financial Advisors,Inc
Transamerica Financial Resources, Inc
Furman Insurance Agency
Stephen Grice has disclosures.
Please visit their SEC profile for more details.