Adam
Bahner
Royal Alliance Associates, Inc
Answer a few questions and
get matched with an advisor.
About this Advisor
Adam Bahner is a certified financial planner working in Oklahoma City, Oklahoma with a total of 7 years of industry experience. Bahner currently works for Royal Alliance Associates, Inc. Over the course of their career, Bahner has held roles at Raymond James Financial Services, Raymond James Financial Services Advisors, Inc, Massmutual Life Insurance Company, Mml Investors Services LLC, Keating & Associates and Royal Alliance. Bahner holds a Series 66 license, certifying them as both a securities agent and an investment advisor representative, and can advise clients in Oklahoma. Royal Alliance Associates, Inc is a business headquartered in Jersey City, NJ. It has offices in 1,009 locations and a total of 3,704 advisors. It has $30 billion in total assets across its 149,233 client accounts, making it one of the biggest firms in the nation by assets under management. The firm advises 191 charities and foundations. Of its 149,233 client accounts, just 11% belong to high-net-worth clients who have more than $1 million in investable assets. Royal Alliance Associates, Inc offers 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. Fees for financial advisory services usually depend on the services. Fee types charged by Royal Alliance Associates, Inc can consist of some combination of asset-based, hourly and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
Not sure which advisor is right for you? Use our matching tool.
Our matching tool simplifies the process of finding a financial advisor. To match you with top financial advisors nearby, we ask you a series of questions about your retirement plans, life status, investment goals and advisor preferences, which are all important topics to consider when choosing a financial advisor. Based on that information, we match you with financial advisors near you who suit your needs. Our matching tool has connected more individuals with financial advisors than any other service in the U.S. Click here to get matched with an advisor today.
Royal Alliance Associates, Inc Brokerage Details
$29,536,149,674
3,704
149,233
$197,920
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
Adam Bahner Work History
Adam has been registered as a financial advisor for 7 years.*
Royal Alliance
Mml Investors Services LLC
Massmutual Life Insurance Company
Raymond James Financial Services
Raymond James Financial Services Advisors, Inc
Keating & Associates
*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 Adam Bahner 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
St Louis Park, MN
Wesley Chapel, FL
Grandville, MI
Mishawaka, IN
South Jordan, UT
Jersey City, NJ
Mineola, NY
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.
The named financial professional and firm have not reviewed, approved, or endorsed this profile and are not responsible for its accuracy. Profile content is produced by SmartAsset independently of any business relationships that might exist between SmartAsset and the named financial professional and firm. Financial professionals and firms having business relationships with SmartAsset receive no special treatment or consideration in SmartAsset’s profiles.
This profile may include a firm or advisor that has a business relationship with SmartAsset, in which SmartAsset is compensated for lead referrals. SmartAsset is not a client of the aforementioned firms or advisors. SmartAsset did not receive compensation for including any of the firms or advisors in the aforementioned profile.
This page contains links to SmartAsset’s financial advisor matching tool, which may or may not match you with the advisor or firm mentioned in this profile. The matching tool does not include all available advisors and firms and matches based on specific criteria (investable assets, geography, and willingness to work with a remote advisor).
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.
