David
Mccalla

Royal Alliance Associates, Inc

CRD#1039468
Investment Advisor
in Dallas, TX
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About this Advisor

David Mccalla is an investment advisor whose office is in Dallas, Texas. Currently a registered advisor at Royal Alliance Associates, Inc, they have accumulated a notable 35 years of work experience as a financial advisor. Mccalla holds a Series 63 license, which qualifies the advisor as a securities agent. Mccalla is able to operate based out of Texas. Their career trajectory has included roles at Mccalla Financial Svcs Inc, Mccalla Financial Services and Royal Alliance Associates, Inc. Royal Alliance Associates, Inc is headquartered in Dallas, Texas, and operates out of 459 other brick-and-mortar locations across the United States. In total, Royal Alliance Associates, Inc oversees $8 billion in assets throughout 30,657 accounts and retains more than 1,933 people. The amount of assets the firm manages makes it one of the biggest firms in the United States. The firm manages 16,603 accounts on a discretionary basis, meaning the advisor makes all of the buying and selling decisions on the client's behalf. Currently 13% of the investment firm's customers are high-net-worth individuals, meaning they have greater than $1 million in capital. Royal Alliance Associates, Inc can offer 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. The firm may charge clients asset-based, hourly, fixed and commission-based fees.

Certifications and Registrations

Series 63, Chartered Financial Consultant

Years of Experience

35 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, Commissions

Disclosures

No

Office Location

17304 Preston Road Suite 1240
Dallas, TX 75252

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Royal Alliance Associates, Inc Brokerage Details

Total Assets Under Management

$7,615,432,719

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

1,933

TX Average: 92
Total Number of Accounts

30,657

TX Average: 6,978
Average Account Size

$248,408

TX Average: $1,450,417

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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

David Mccalla Work History

David has 35 years of experience.

1989 - Present (30 years)

Royal Alliance Associates, Inc

1985 - Present (34 years)

Mccalla Financial Svcs Inc

1983 - Present (36 years)

Mccalla Financial Services

Disclosures

David Mccalla has no disclosures.

Please visit their SEC profile for more details.

This content was compiled from the SEC and FINRA.

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