Claude Royal, financial advisor Rustburg VA

Claude Royal

CRD Number: 5561722
Current Firm: Wealthdrive Advisory LLC

Claude Royal (CRD# 5561722) is an Investment Advisor Representative working at Wealthdrive Advisory LLC in Rustburg, VA and has over 15 years of experience in the finance industry.

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Company Name Location Dates Years
Wealthdrive, Inc. Chesapeake, VA Jul 2019 - Current 4
Royal Wealth Mangement Rustburg, VA Oct 2017 - Jul 2019 1
Royal Wealth Insurance Agency, Inc. Rustburg, VA Oct 2014 - Jul 2019 4
Modern Home Construction Lynchburg, VA Jul 1982 - Jul 2019 37
Ace Capital Rustburg, VA Jan 2015 - Oct 2017 2
Royal Wealth Management, Inc. Rustburg, VA Jul 2008 - Jan 2015 6
Exam Code Name Passed Date
S65 NASAA Investment Advisors Law Examination Jul 2008
Contact Info for Claude M. Royal
Phone Number: 434-444-4250
Registered State(s):
  • VA
By the Numbers
  • Total Assets Under Management
    25
    MILLIONS
  • Total Number of Accounts
    1
    ACCOUNTS
  • Average Account Value
    $25,000,000
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States

VA

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