Ryan
Beck

Royal Alliance Associates, Inc

CRD#2582002
Investment Advisor
in Eugene, OR

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About this Advisor

Ryan Beck is a financial advisor based in Eugene, Oregon who has 7 years of industry experience. Beck works at Royal Alliance Associates, Inc. Over the course of their career, Beck has held roles at Northwest Retirement Services and Royal Alliance Associates Inc. Beck maintains Series 63 and Series 66 licenses, qualifying them as a securities agent, and is able to operate in Oregon and Washington. Royal Alliance Associates, Inc is a registered investment business that has its headquarters in Jersey City, NJ. The firm has offices in 1,009 locations and a total of 3,704 people on staff. It has $30 billion in total assets between its 149,233 client accounts, placing it among the biggest investment advisory firms in the nation by assets under management. The firm provides financial advice to 191 charities and foundations. Of its 149,233 accounts, just 11% are held by high-net-worth individuals who have more than $1 million in assets. The advisory firm provides 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 fee schedules largely are based on which services are provided. Fees billed by Royal Alliance Associates, Inc likely include asset-based, hourly and fixed fees.

Certifications and Registrations

Series 63, Series 66

Years Registered*

7 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

1143 Oak Street
Eugene, OR 97401

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Royal Alliance Associates, Inc Brokerage Details

Total Assets Under Management

$29,536,149,674

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

3,704

OR Average: 92
Total Number of Accounts

149,233

OR Average: 6,978
Average Account Size

$197,920

OR 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

Ryan Beck Work History

Ryan has been registered as a financial advisor for 7 years.*

2000 - Present (24 years)

Royal Alliance Associates Inc

1993 - Present (31 years)

Northwest Retirement Services

*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 Ryan Beck 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

Trisha Qualy
St Louis Park, MN
Russell Munn
Henrico, VA
Samuel Clark
South Jordan, UT
David Whitfield
Mishawaka, IN
Oliver Kim
Mineola, NY
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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