George
Makris

Royal Alliance Associates, Inc

CRD#1365224
Investment Advisor
in Cincinnati, OH

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About this Advisor

George Makris is a financial advisor operating out of Cincinnati, Ohio who has 5 years of relevant experience. Makris is an advisor for Royal Alliance Associates, Inc. Over the course of their career, Makris has held roles at Independent Insurance Agent, Transamerica Financial Advisors, Inc, Makris Financial Group, Signator Investors, Inc and Royal Alliance Associates, Inc. Makris has Series 63 and Series 66 licenses, certifying them as a securities agent, and is registered to serve investors in Ohio. Royal Alliance Associates, Inc is an advisory firm that has its headquarters in Jersey City, NJ. The firm has offices in 1,009 locations and a total of 3,704 advisors. It manages $30 billion in assets across its 149,233 customer accounts, placing it among the largest financial advisory firms in the United States by assets under management. The firm provides financial advisory services to 191 charities and foundations. Of its 149,233 customer accounts, just 11% belong to high-net-worth individuals who have greater than $1 million in assets available to invest. The business provides 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. Fees charged by financial advisors usually depend on which service is provided. However, fee types charged by Royal Alliance Associates, Inc most likely consist of any blend of asset-based, hourly and fixed fees.

Certifications and Registrations

Series 63, Series 66

Years Registered*

5 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

Office Location

5580 Glenway Avenue
Cincinnati, OH 45238

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Royal Alliance Associates, Inc Brokerage Details

Total Assets Under Management

$29,536,149,674

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

3,704

OH Average: 92
Total Number of Accounts

149,233

OH Average: 6,978
Average Account Size

$197,920

OH Average: $1,450,417

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

George Makris Work History

George has been registered as a financial advisor for 5 years.*

2018 - Present (6 years)

Royal Alliance Associates, Inc

1991 - Present (33 years)

Makris Financial Group

1985 - Present (39 years)

Independent Insurance Agent

2016 - 2018 (2 years)

Signator Investors, Inc

1991 - 2016 (25 years)

Transamerica Financial Advisors, Inc

*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.

Disclosures

Please visit the SEC profile of George Makris 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 Royal Alliance Associates, Inc

Nicholas Adams
Southfield, MI
Arthur Cosper
Temple, TX
Austen Harvey
Jersey City, NJ
David Whitfield
Mishawaka, IN
Noah Buehner
Fort Wayne, IN
Elijah Murray
Plano, TX
Louis Sparacino
Mineola, NY
Phillip Wong
Wayland, MA

The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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