Willard Formyduval, financial advisor Carthage NC
81 score

Willard Formyduval

CRD Number: 5971131
Current Firm: Royal Fund Management, LLC

Willard Formyduval (CRD# 5971131) is an Investment Advisor Representative working at Royal Fund Management, LLC in Carthage, NC and has over 5 years of experience in the finance industry.

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Company Name Location Dates Years
Royal Fund Management, LLC The Villages, FL Oct 2014 - Current 2
Formyduval Insurance Whispering Pines, NC May 2007 - Current 9
Alphastar Capital Management, LLC Whispering Pines, NC Aug 2011 - Oct 2012 1
Don's Auto Sales Carthage, NC Nov 1999 - Apr 2007 7
Exam Code Name Passed Date
S65 NASAA Investment Advisors Law Examination Dec 2010
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. On the most recent filing submitted to FINRA, this advisor had a disclosure event.

Reported Disclosure Event:
  • Financial Issue
Get Details on the FINRA Advisor Check site
Contact Info for Willard D. Formyduval
Phone Number: 352-750-1637
Registered State(s):
  • NC
  • SC
By the Numbers
  • Total Assets Under Management
    214
    MILLIONS
  • Total Number of Accounts
    2,981
    ACCOUNTS
  • Average Account Value
    $71,682
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
  • Other
Types of Clients
Registered States

AR, AZ, CA, CO, CT, DC, FL, GA, IA, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, NC, NE, NH, NJ, NM, NY, OH, OK, PA, SC, TN, TX, VA, WA, WI, WV

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BADGES
81

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