Faye
Lawrence

Royal Alliance Associates, Inc

CRD#6808445
Investment Advisor
in Mc Lean, VA

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About this Advisor

Faye Lawrence is a certified financial planner who works out of Mc Lean, Virginia with a total of 1 year of industry experience. Lawrence is an employee of Royal Alliance Associates, Inc. Their career trajectory has included roles at Ameriprise Financial Services, Inc, Hello Bagel, Highland Financial Advisors, LLC, Virginia Tech, Virginia Tech Dining Services (Deet'S Place), Mcandrews Whittaker, P.C, Country Squire, Out Of The Park, Bridgewater-Raritan School District, Bogart Wealth and Royal Alliance Associates, Inc. Lawrence has a Series 66 license, qualifying them as both a securities agent and an investment advisor representative, and is registered to advise clients in Virginia. Royal Alliance Associates, Inc is a financial advisory business that has its headquarters in Jersey City, NJ. The investment advisory business has offices in 1,009 locations and a total of 3,704 people on staff. It controls $30 billion in assets among its 149,233 accounts, placing it among the biggest financial advisory firms in the United States by assets under management. The firm serves 191 charities and foundations. Of its 149,233 accounts, just 11% are associated with high-net-worth investors who have more than $1 million in investable assets. The firm provides a diverse array 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 depend on which services are offered. However, fees billed by Royal Alliance Associates, Inc likely include any combination of asset-based, hourly and fixed fees.

Certifications and Registrations

Series 66, CERTIFIED FINANCIAL PLANNER™

Years Registered*

1 year

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

1650 Tysons Boulevard Suite 1575
Mc Lean, VA 22102

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Royal Alliance Associates, Inc Brokerage Details

Total Assets Under Management

$29,536,149,674

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

3,704

VA Average: 92
Total Number of Accounts

149,233

VA Average: 6,978
Average Account Size

$197,920

VA 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

Faye Lawrence Work History

Faye has been registered as a financial advisor for 1 years.*

2022 - Present (2 years)

Royal Alliance Associates, Inc

2020 - Present (4 years)

Bogart Wealth

2019 - 2020 (1 year)

Ameriprise Financial Services, Inc

2018 - 2018 (< 1 year)

Hello Bagel

2018 - 2018 (< 1 year)

Highland Financial Advisors, LLC

2017 - 2018 (1 year)

Virginia Tech

2017 - 2017 (< 1 year)

Ameriprise Financial Services, Inc

2016 - 2017 (1 year)

Virginia Tech Dining Services (Deet'S Place)

2016 - 2016 (< 1 year)

Mcandrews Whittaker, P.C

2015 - 2016 (1 year)

Virginia Tech

2015 - 2015 (< 1 year)

Country Squire

2014 - 2015 (1 year)

Virginia Tech

2013 - 2014 (1 year)

Out Of The Park

2009 - 2013 (4 years)

Bridgewater-Raritan School District

*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 Faye Lawrence 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

Trisha Qualy
St Louis Park, MN
Pegge Barrier
Saint Petersburg, FL
Stephen Carter
Grandville, MI
David Whitfield
Mishawaka, IN
Grant Hartwell
Torrance, CA
Noah Buehner
Fort Wayne, IN
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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