William
Barker
Royal Alliance Associates, Inc
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About this Advisor
William Barker is a financial advisor working in Evanston, Wyoming with 2 years of industry experience. Barker currently works for Royal Alliance Associates, Inc. Their career trajectory has included roles at The Church Of Jesus Christ Of Latter-Day Saints, Brigham Young University, Vivint Smart Home, Mountain West Business Solutions and Royal Alliance. Barker holds a Series 66 license, designating them as both a securities agent and an investment advisor representative, and is approved to advise clients in Wyoming. Royal Alliance Associates, Inc is a registered investment business based in Jersey City, NJ. The investment advisory business has offices in 1,009 locations and a total of 3,704 financial advisors. It handles $30 billion in assets under management among its 149,233 client accounts, making it one of the largest financial advisory firms in the country by assets under management. The firm serves 191 charities and foundations. Of its 149,233 accounts, just 11% belong to high-net-worth individuals who have more than $1 million in assets. Royal Alliance Associates, Inc offers 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. Fees charged by financial advisors usually vary depending on which service is offered. Fee types charged by Royal Alliance Associates, Inc most likely are comprised of some combination of 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
William Barker Work History
William has been registered as a financial advisor for 2 years.*
Royal Alliance
Mountain West Business Solutions
Vivint Smart Home
Brigham Young University
The Church Of Jesus Christ Of Latter-Day Saints
*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 William Barker 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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