Randal Poirier, financial advisor Newport RI

Randal Poirier

CRD Number: 3030356
Current Firm: Royal Alliance Associates, Inc.

Randal Poirier (CRD# 3030356) is an Investment Advisor Representative working at Royal Alliance Associates, Inc. in Newport, RI and has over 24 years of experience in the finance industry.

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Professional Designations
Company Name Location Dates Years
Royal Alliance Associates, Inc. New Port, RI Nov 2018 - Current 3
John Hancock Mutual Life Insurance Co Warwick, RI May 1997 - Nov 2018 21
Signator Investors, Inc. Boston, MA May 1997 - Nov 2018 21
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination May 1998
S65 NASAA Investment Advisors Law Examination Jun 1999
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 Randal S. Poirier
By the Numbers
  • Total Assets Under Management
    28,249
    MILLIONS
  • Total Number of Accounts
    112,286
    ACCOUNTS
  • Average Account Value
    $251,584
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Other
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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Data verified by both the advisor and the public regulatory data.

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