Homer Minshew, financial advisor Metairie LA

Homer Minshew

CRD Number: 1460471
Current Firm: Royal Alliance Associates, Inc.

Homer Minshew (CRD# 1460471) is an Investment Advisor Representative working at Royal Alliance Associates, Inc. in Metairie, LA and has over 34 years of experience in the finance industry.

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Company Name Location Dates Years
Royal Alliance Associates, Inc. Metairie, LA Nov 2018 - Current 2
A.l. Williams Metairie, LA Apr 1983 - Current 37
Signator Investors, Inc. Metairie, LA May 2016 - Nov 2018 2
Transamerica Financial Advisors, Inc. Covington, LA Apr 1991 - May 2016 25
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Jul 1986
Disclosure Information

Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, and financial matters in which the advisor has been involved.

Get Details on the FINRA Advisor Check site
Contact Info for Homer M. Minshew
Phone Number: 800-821-5100 EXT. 5389
Registered State(s):
  • LA
By the Numbers
  • Total Assets Under Management
    16,701
    MILLIONS
  • Total Number of Accounts
    75,586
    ACCOUNTS
  • Average Account Value
    $220,949
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
Advisory Services Offered
  • 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
Types of Clients
Registered States

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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