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Distance Metro area (25 miles)
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COMPENSATION Either
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DESIGNATIONS
- CFA = Chartered Financial Analyst
- CFP = Certified Financial Planner
- ChFC = Chartered Financial Consultant
- CIMA = Certified Investment Management Analyst
- CDFA = Certified Divorce Financial Analyst
- CPA = Certified Public Accountant
- PFS = Personal Financial Specialist
- CFP
- CFA
- ChFC
- CDFA
- CPA
- CIMA
- PFS
Matthew Jackson (CRD# 4407441) is an Investment Advisor Representative working at Royal Fund Management, LLC in Lady Lake, FL and has over 12 years of experience in the finance industry.
Dharam Kalra (CRD# 1016974) is an Investment Advisor Representative working at Royal Fund Management, LLC in Lady Lake, FL and has over 24 years of experience in the finance industry. Dharam Kalra 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.
Kimball Kistler (CRD# 866936) is an Investment Advisor Representative working at Royal Fund Management, LLC in Lady Lake, FL and has over 31 years of experience in the finance industry.
John Link (CRD# 2340086) is an Investment Advisor Representative working at Royal Fund Management, LLC in Lady Lake, FL and has over 30 years of experience in the finance industry.
David Martin (CRD# 1291133) is an Investment Advisor Representative working at Royal Fund Management, LLC in Lady Lake, FL and has over 27 years of experience in the finance industry. David Martin 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.
Lincoln McRae (CRD# 5963675) is an Investment Advisor Representative working at Royal Fund Management, LLC in Lady Lake, FL and has over 12 years of experience in the finance industry.
John Mills (CRD# 1330407) is an Investment Advisor Representative working at Royal Fund Management, LLC in Lady Lake, FL and has over 39 years of experience in the finance industry.
Vicki Monaco (CRD# 5900799) is an Investment Advisor Representative working at Royal Fund Management, LLC in Lady Lake, FL and has over 13 years of experience in the finance industry.
Nicklos Naseman (CRD# 5516605) is an Investment Advisor Representative working at Royal Fund Management, LLC in Lady Lake, FL and has over 15 years of experience in the finance industry.