Royal Alliance Associates, Inc
About this Advisor
Nicholas Burns is an advisor who is based out of Greenville, Ohio. Currently a registered investment advisor at Royal Alliance Associates, Inc, they have gathered 10 years of experience as a registered advisor. Burns has a Series 66 license, qualifying the advisor as both a securities agent and an investment advisor representative. Burns is registered to work with clients in Indiana and Ohio. During their career, Burns has held roles at Sii, Financial Achievement Services, Inc, Delta Career Education Corp/Miami-Jacobs Career College and Royal Alliance Associates, Inc. Royal Alliance Associates, Inc is located in Greenville, Ohio, and has 952 additional brick-and-mortar locations across the nation. As a firm, Royal Alliance Associates, Inc manages $17 billion in assets throughout 75,586 accounts and employs more than 2,965 people. The firm's total assets under management places it among the biggest investment advisory firms in the United States. The firm manages 62,530 accounts on a discretionary basis, in which the advisor makes investment decisions at their discretion. Currently 17% 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 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
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
Nicholas Burns Work History
Nicholas has 10 years of experience.
Royal Alliance Associates, Inc
Financial Achievement Services, Inc
Delta Career Education Corp/Miami-Jacobs Career College
Nicholas Burns has no disclosures.
Please visit their SEC profile for more details.
Financial Advisors at Royal Alliance Associates, Inc
Jersey City, NJ
Needham Heights, MA
Westlake Village, CA
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 use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.