Laurie
Powell
Royal Alliance Associates, Inc
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About this Advisor
Laurie Powell is a financial advisor operating out of Signal Mountain, Tennessee who has 6 years of industry experience. Powell is currently employed by Royal Alliance Associates, Inc. They have spent their complete time as a financial advisor at Royal Alliance Associates, Inc. Powell has Series 63 and Series 66 licenses, which qualify them as a securities agent, and is registered to serve investors in Georgia and Tennessee. Royal Alliance Associates, Inc is a business based out of Jersey City, NJ. The company has offices in 1,009 locations and a total of 3,704 people on staff. It manages $30 billion in total assets between its 149,233 accounts, placing it among the biggest investment advisory firms in the country by assets under management. The firm provides financial advisory services to 191 charitable organizations. Of its 149,233 client accounts, just 11% are associated with high-net-worth investors who have at least $1 million in assets available to invest. The company offers 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. Fees for financial management typically vary depending on which services the firm provides the client. Fee types billed by Royal Alliance Associates, Inc may include asset-based, hourly and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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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
Laurie Powell Work History
Laurie has been registered as a financial advisor for 6 years.*
Royal Alliance Associates, 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 Laurie Powell to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
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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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