Tristan BlockCRD Number: 6627676
Current Firm: Royal Alliance Associates, Inc.
Tristan Block (CRD# 6627676) is an Investment Advisor Representative working at Royal Alliance Associates, Inc. in Wichita, KS and has over 3 years of experience in the finance industry.
Wells Fargo Clearing Services, LLC
Equitable Advisors, LLC
American Independent Securities Group, LLC
|Royal Alliance Associates, Inc.||Jersey City, NJ||Nov 2018 - Current||3|
|City Of Wichita - Fire Department||Wichita, KS||Jul 2012 - May 2019||6|
|Sii||Wichita, KS||May 2016 - Nov 2018||2|
|Financial Solutions||Wichita, KS||Mar 2014 - Apr 2016||2|
|First Student||Wichita, KS||Dec 2010 - May 2012||1|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Jul 2018|
Total Assets Under Management20,655MILLIONS
Total Number of Accounts89,747ACCOUNTS
Average Account Value$230,151
- 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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