Jerry
Cline

Royal Alliance Associates, Inc

CRD#1350020
Investment Advisor
in Salem, SC

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About this Advisor

Jerry Cline is a financial advisor operating in Salem, South Carolina with 7 years of industry experience. Cline is on the advisory team at Royal Alliance Associates, Inc. During their career, Cline has held roles at Wrp Investments, Inc, Sterne Agee Financial Services, Inc, Sterne Agee Investment Advisor Services, Inc and Royal Alliance Associates, Inc. Cline holds a Series 63 license, certifying them as a securities broker, and can serve investors in Ohio and South Carolina. Royal Alliance Associates, Inc is a firm that has its headquarters in Jersey City, NJ. It has offices in 1,009 locations and a total of 3,704 financial advisors. It controls $30 billion in assets between its 149,233 client accounts, placing it among the largest investment advisory 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 investors who have at least $1 million in assets. Royal Alliance Associates, Inc 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. A financial advisor's fees largely depend on the financial services. Fee types billed by Royal Alliance Associates, Inc likely consist of asset-based, hourly and fixed fees.

Certifications and Registrations

Series 63

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

Salem, SC

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Royal Alliance Associates, Inc Brokerage Details

Total Assets Under Management

$29,536,149,674

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

3,704

SC Average: 92
Total Number of Accounts

149,233

SC Average: 6,978
Average Account Size

$197,920

SC 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

Jerry Cline Work History

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

2016 - Present (8 years)

Royal Alliance Associates, Inc

2015 - 2015 (< 1 year)

Sterne Agee Investment Advisor Services, Inc

2014 - 2015 (1 year)

Sterne Agee Financial Services, Inc

2012 - 2015 (3 years)

Wrp Investments, 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 Jerry Cline 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

Austen Harvey
Jersey City, NJ
Elijah Murray
Plano, TX
Amanda Johnson
Spokane, WA
David Whitfield
Mishawaka, IN
Nicholas Adams
Southfield, MI
Joel Morales
Wesley Chapel, FL
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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