Paul
Gardner

Royal Alliance Associates, Inc

CRD#1179955
Investment Advisor
in Austin, TX
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About this Advisor

Paul Gardner is a certified financial planner located in Austin, Texas. Currently an investment advisor with Royal Alliance Associates, Inc, Gardner has an impressive 34 years of work experience in the financial advisory industry. Gardner maintains a Series 63 license, designating them as a securities representative. Gardner can act as a financial advisor based out of Texas. Throughout their career, Gardner has worked at Royal Alliance Associates, Inc and Integrated Financial Planning Center. Royal Alliance Associates, Inc is headquartered in Austin, Texas, and operates out of 459 additional locations across the country. In total, Royal Alliance Associates, Inc manages $8 billion in assets throughout 30,657 client accounts and retains more than 1,933 people. The amount of assets the firm manages makes it one of the biggest investment advisory firms in the United States. The firm manages 16,603 accounts on a discretionary basis, meaning the advisor has the authority to make all investment decisions. Currently 13% of the advisory firm's customers are high-net-worth individuals, meaning they have greater than $1 million in investable assets. Royal Alliance Associates, Inc provides 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, Certified Financial Planner

Years of Experience

34 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

Yes

Office Location

1015 Beecave Woods Dr Suite 100
Austin, TX 78746

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Royal Alliance Associates, Inc Brokerage Details

Total Assets Under Management

$12,621,142,596

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

2,951

TX Average: 92
Total Number of Accounts

62,916

TX Average: 6,978
Average Account Size

$200,603

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

Paul Gardner Work History

Paul has 34 years of experience.

1989 - Present (30 years)

Royal Alliance Associates, Inc

1984 - Present (35 years)

Integrated Financial Planning Center

Disclosures

Paul Gardner has disclosures.

Please visit their SEC profile for more details.

This content was compiled from the SEC and FINRA.

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