Michael ConticelliCRD Number: 1908676
Current Firm: Royal Fund Management, LLC
Michael Conticelli (CRD# 1908676) is an Investment Advisor Representative working at Royal Fund Management, LLC in Cape Coral, FL and has over 29 years of experience in the finance industry.
Hbks Wealth Advisors
Campbell Financial Partners, LLC
Independent Financial Partners
|Royal Fund Management, LLC||Cape Coral, FL||May 2013 - Current||4|
|Solutions Money Mgmt||Cape Coral, FL||Nov 2010 - Current||7|
|American Elite Retirement||West Des Moines, IA||Mar 2013 - May 2013||< 1|
|Teletech||Cape Coral, FL||Oct 2012 - Feb 2013||< 1|
|Avis Budget Grp||Ft. Myers, FL||Jan 2012 - Dec 2012||< 1|
|First Data Merchants||Punta Gorda, FL||Feb 2008 - Apr 2011||3|
|Konica Minolta||Ft. Myers, FL||Oct 2007 - Feb 2008||< 1|
|Citi Home Equity||Cape Coral, FL||Mar 2007 - Sep 2007||< 1|
|Ivanhoe Mortgage||Cape Coral, FL||Oct 2006 - Feb 2007||< 1|
|Flower Bank||Cape Coral, FL||Jan 2006 - Oct 2006||< 1|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Dec 1988|
|S65||NASAA Investment Advisors Law Examination||Aug 2012|
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. On the most recent filing submitted to FINRA, this advisor had a disclosure event.Reported Disclosure Event:
- Financial Issue
Total Assets Under Management324MILLIONS
Total Number of Accounts3,760ACCOUNTS
Average Account Value$86,158
- A percentage of assets under your management
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