Brian Royal (CRD# 4811557) is an Investment Advisor Representative working at Royal Wealth Management in Chesapeake, VA and has over 19 years of experience in the finance industry.
CRD# 5685783
Martello Investments, LLC
CRD# 6445258
Fidelity Personal And Workplace Advisors
CRD# 6157085
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Company Name | Location | Dates | Years |
---|---|---|---|
Royal Wealth Management Inc. D/b/a Royal Wealth Management | Chesapeake, VA | Aug 2019 - Current | 4 |
Royal Wealth Insurance Agency, Inc. D/b/a Royal Wealth Managemen | Rustburg, VA | Jul 2014 - Current | 9 |
Royal Wealth Tax Inc. D/b/a Royal Wealth Management | Rustberg, VA | Jul 2014 - Current | 9 |
Royal Wealth Management Inc. D/b/a Royal Wealth Management | Rustberg, VA | Jul 2008 - Current | 15 |
Exam Code | Name | Passed Date |
---|---|---|
S66 | NASAA Uniform Combined State Law Examination | Aug 2004 |
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, financial matters, and other matters required to be disclosed in which the advisor has been involved.
Get Details on the FINRA Advisor Check site- NC
- OH
- VA
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Total Assets Under Management26MILLIONS
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Total Number of Accounts227ACCOUNTS
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Average Account Value$116,449
- A percentage of assets under your management
- Hourly charges
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- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Publication of periodicals or newsletters
- Market timing services
- Educational seminars/workshops
NC, OH, VA
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