Amanda
Johnson

Royal Alliance Associates, Inc

CRD#6101150
Investment Advisor
in Spokane, WA

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About this Advisor

Amanda Johnson is a financial advisor based in Spokane, Washington, with a total of 2 years of relevant experience. Johnson is an advisor for Royal Alliance Associates, Inc. Throughout their career, Johnson has worked at Edward Jones, Jill Ruser, Waddell & Reed, Liberty Mutual Insurance, Amanda Johnson Notary Public, Checks And Balances, Maynard Azose, Azose & Associates, LLC, Royal Alliance Associates, Inc and Various Insurance Carriers For W&R Ins Agencies. Johnson has a Series 66 license, designating them as both a securities agent and an investment advisor representative, and can operate in Washington. Royal Alliance Associates, Inc is a registered investment company operating out of Jersey City, NJ. It has offices in 1,009 locations and a total of 3,704 advisors. It oversees $30 billion in assets under management among its 149,233 client accounts, making it one of the biggest investment advisory firms in the nation by assets under management. The firm serves 191 charitable organizations. Of its 149,233 customer accounts, just 11% belong to high-net-worth individuals who have more than $1 million in assets available to invest. The company provides 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 charged by financial advisors depend on the type of services provided. However, fees billed by Royal Alliance Associates, Inc can consist of some combination of asset-based, hourly and fixed fees.

Certifications and Registrations

Series 66

Years Registered*

2 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

Office Location

528 E Spokane Falls Boulevard Suite 303
Spokane, WA 99202

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Royal Alliance Associates, Inc Brokerage Details

Total Assets Under Management

$29,536,149,674

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

3,704

WA Average: 92
Total Number of Accounts

149,233

WA Average: 6,978
Average Account Size

$197,920

WA 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

Amanda Johnson Work History

Amanda has been registered as a financial advisor for 2 years.*

2021 - Present (3 years)

Royal Alliance Associates, Inc

2020 - Present (4 years)

Maynard Azose

2020 - Present (4 years)

Azose & Associates, LLC

2019 - Present (5 years)

Jill Ruser

2019 - Present (5 years)

Amanda Johnson Notary Public

2019 - Present (5 years)

Various Insurance Carriers For W&R Ins Agencies

2019 - 2021 (2 years)

Waddell & Reed

2018 - 2019 (1 year)

Waddell & Reed

2018 - 2020 (2 years)

Checks And Balances

2017 - 2018 (1 year)

Liberty Mutual Insurance

2014 - 2017 (3 years)

Liberty Mutual Insurance

2013 - 2014 (1 year)

Edward Jones

*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 Amanda Johnson 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

Stephen Carter
Grandville, MI
Grant Hartwell
Torrance, CA
Samuel Clark
South Jordan, UT
David Whitfield
Mishawaka, IN
Trisha Qualy
St Louis Park, MN
Amanda Johnson
Spokane, WA
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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