Haris AnsariCRD Number: 6216122
Current Firm: Royal Alliance Associates, Inc.
Haris Ansari (CRD# 6216122) is an Investment Advisor Representative working at Royal Alliance Associates, Inc. in Bellevue, WA and has over 9 years of experience in the finance industry.
Harbour Investments, Inc.
Merrill Lynch, Pierce, Fenner & Smith Incorporated
|Royal Alliance Associates, Inc.||Bellevue, WA||Oct 2020 - Current||2|
|Hornor Townsend & Kent Inc.||Horsham, PA||Jul 2013 - Oct 2020||7|
|Penn Mutual Life Ins Co||Horsham, PA||Jun 2013 - Oct 2020||7|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Oct 2013|
Total Assets Under Management29,536MILLIONS
Total Number of Accounts149,233ACCOUNTS
Average Account Value$197,920
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
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