William
Wilmer

Royal Alliance Associates, Inc

CRD#726958
Investment Advisor
in Charlotte, NC
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About this Advisor

William Wilmer is a financial advisor who lives in Charlotte, North Carolina. Currently a registered financial advisor at Royal Alliance Associates, Inc, Wilmer has 20 years of experience as a financial advisor. Wilmer has a Series 63 license, qualifying them as a securities agent. Wilmer can act as an advisor based out of North Carolina. The advisor has gained experience at Transamerica Financial Advisors, Inc, Intersecurities, Inc, Royal Alliance Associates, Inc and Signator Investors, Inc. Royal Alliance Associates, Inc is based out of Charlotte, North Carolina, and has 459 additional offices in the country. Overall, Royal Alliance Associates, Inc oversees $8 billion in assets throughout 30,657 client accounts and retains more than 1,933 people. The level of assets currently under the firm's management makes it one of the largest investment advisory firms in the United States. The firm manages 16,603 accounts on a discretionary basis, in which the advisor makes all of the buying and selling decisions on the client's behalf. Currently 13% of the firm's customers are high-net-worth individuals, meaning they have greater than $1 million in assets. Royal Alliance Associates, Inc can offer 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 may charge clients asset-based, hourly, fixed and commission-based fees.

Certifications and Registrations

Series 63, Chartered Financial Consultant

Years of Experience

20 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

Disclosures

No

Office Location

2820 Selwyn Avenue Suite 450
Charlotte, NC 28209

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Royal Alliance Associates, Inc Brokerage Details

Total Assets Under Management

$7,615,432,719

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

1,933

NC Average: 92
Total Number of Accounts

30,657

NC Average: 6,978
Average Account Size

$248,408

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

William Wilmer Work History

William has 20 years of experience.

2018 - Present (1 years)

Royal Alliance Associates, Inc

2016 - Present (3 years)

Signator Investors, Inc

2009 - 2009 (0 years)

Intersecurities, Inc

1998 - Present (21 years)

Transamerica Financial Advisors, Inc

Disclosures

William Wilmer has no disclosures.

Please visit their SEC profile for more details.

This content was compiled from the SEC and FINRA.

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