Royal Alliance Associates, Inc
About this Advisor
Adam Bahner is a certified financial planner operating out of Oklahoma City, Oklahoma, with a total of 12 years of professional experience. Bahner is an advisor 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, qualifying them as both a securities agent and an investment advisor representative, and can work in Oklahoma. Royal Alliance Associates, Inc is an advisory company operating in Oklahoma City, Oklahoma. The firm has offices in 905 locations and a total of 3,849 employees. It controls $28 billion in assets under management across its 112,286 customer accounts, making it one of the biggest firms in the nation by assets under management. The firm provides services to 134 charities and foundations. Of its 112,286 customer accounts, 18% are held by high-net-worth individuals who have at least $1 million in assets available to invest. The company performs 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 management fees usually vary depending on which service is provided. Fees billed by Royal Alliance Associates, Inc most likely include asset-based, hourly, fixed and other 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
Adam Bahner Work History
Adam has 12 years of experience.
Mml Investors Services LLC
Massmutual Life Insurance Company
Raymond James Financial Services
Raymond James Financial Services Advisors, Inc
Keating & Associates
Adam Bahner has no disclosures.
Please visit their SEC profile for more details.
Financial Advisors at Royal Alliance Associates, Inc
San Diego, CA
St Louis Park, MN
Fort Dodge, IA
The content in this profile was updated by SmartAsset on 04/01/2022 using publicly available data compiled from the SEC and FINRA. To report any data inconsistencies or errors, please contact email@example.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, and financial professionals and firms having business relationships with SmartAsset receive no special treatment or consideration in SmartAsset’s profiles.
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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 use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.