Janice WattCRD Number: 4576058
Current Firm: Royal Alliance Associates, Inc.
Janice Watt (CRD# 4576058) is an Investment Advisor Representative working at Royal Alliance Associates, Inc. in Marshall, TX and has over 15 years of experience in the finance industry.
Stifel, Nicolaus & Company, Incorporated
1st Global Advisors Inc.
Royal Alliance Associates, Inc.
|Royal Alliance Associates, Inc.||Marshall, TX||Aug 2002 - Current||15|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Dec 2002|
|S66||NASAA Uniform Combined State Law Examination||Jan 2007|
Total Assets Under Management5,420MILLIONS
Total Number of Accounts22,069ACCOUNTS
Average Account Value$245,585
- 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