Royal Alliance Associates, Inc.
Royal Alliance Associates, Inc. (CRD# 23131) is a financial advisory firm headquartered in New York, NY. They manage $4,629,210,022 in 19,113 accounts and serve the financial needs of clients across 52 states (or territories).
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Total Assets Under Management4,629MILLION
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Total Number of Accounts19,113ACCOUNTS
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Average Account Value$242,202
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Commissions
- 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
Dana Menard (CRD# 4532311) is an Independent Financial Advisor and CERTIFIED FINANCIAL PLANNER™ (CFP®) based in the Twin Cities metro area. He has over 13 years of experience in helping busy professionals, families, and small businesses across the country organize, prioritize, and meet their financial goals so that they can concentrate on the important things in life.
He believes that investing is a long-term proposition and believes that everyone needs to plan for tomorrow. At every income level, there are steps one can take to make more efficient use of their assets to work toward financial independence. That's why he doesn't believe in or enforce account minimums.
Dana is active in the financial community and is both a member of The Financial Planning Association of Minnesota (FPA) and The Financial Services Institute (FSI). He also volunteers a lot of time to local schools and businesses by teaching financial literacy classes through a couple of non-profit organizations, The Society of Financial Awareness (SOFA) and BestPrep.
Relationships are built on trust. Dana’s clients trust him to make decisions that are in their best interests. They trust him to assess their needs, listen to their concerns, and offer objective recommendations designed to address their unique situation. He does not take this confidence lightly, and he works hard every day to remain worthy of his clients’ trust.
Dana welcomes the opportunity to answer any questions you may have about his practice (www.danamenardcfp.com) and how he may be able to help you realize your financial goals either virtually or in office meetings available at: http://meetme.so/DanaMenardCFP
Visit www.danamenardedu.com for a FREE Video Series that will help you organize your financial life today!
Jerry Bernstein (CRD# 1704803) is an Investment Advisor Representative working at Royal Alliance Associates, Inc. in Hauppauge, NY and has over 29 years of experience in the finance industry.
Robert Davidson (CRD# 1458872) is an Investment Advisor Representative working at Royal Alliance Associates, Inc. in Leesburg, VA and has over 31 years of experience in the finance industry.
Jeffrey Alexander (CRD# 2776) is an Investment Advisor Representative working at Royal Alliance Associates, Inc. in Washington, IL and has over 28 years of experience in the finance industry.
Mary Allen (CRD# 1498096) is an Investment Advisor Representative working at Royal Alliance Associates, Inc. in Walnut Creek, CA and has over 20 years of experience in the finance industry. Mary Allen has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
Charles Anderson (CRD# 835053) is an Investment Advisor Representative working at Royal Alliance Associates, Inc. in Birmingham, AL and has over 34 years of experience in the finance industry.
Gregg Anderson (CRD# 846528) is an Investment Advisor Representative working at Royal Alliance Associates, Inc. in Arden Hills, MN and has over 36 years of experience in the finance industry. Gregg Anderson has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
Martin Andreasen (CRD# 2679543) is an Investment Advisor Representative working at Royal Alliance Associates, Inc. in Maple Grove, MN and has over 21 years of experience in the finance industry.
Michael Bacci (CRD# 3185060) is an Investment Advisor Representative working at Royal Alliance Associates, Inc. in Prescott, AZ and has over 12 years of experience in the finance industry. Michael Bacci has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.