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 Management4,629MILLIONS
Total Number of Accounts19,113ACCOUNTS
Average Account Value$242,202
- 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