Biniam Keleta, financial advisor Lady Lake FL

Biniam Keleta

CRD Number: 4274563
Current Firm: Royal Fund Management, LLC

Biniam Keleta (CRD# 4274563) is an Investment Advisor Representative working at Royal Fund Management, LLC in Lady Lake, FL and has over 20 years of experience in the finance industry.

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Royal Fund Management, LLC
Company Name Location Dates Years
Royal Fund Management, LLC Lady Lake, FL Jun 2020 - Current < 1
Kmx Properties LLC Houston, TX Sep 2018 - Current 2
Westcenter Advisors Ltd Houston, TX Nov 2017 - Current 3
Westcenter Financial Inc. Houston, TX Nov 2010 - Current 10
Ruba LLC Houston, TX Aug 2008 - Sep 2018 10
Ims Financial Advisors, Inc. Houston, TX Oct 2016 - Nov 2017 1
Ims Securities, Inc. Houston, TX Oct 2016 - Nov 2017 1
Spc Ann Arbor, MI Jun 2013 - Oct 2016 3
Parkland Securities, LLC Ann Arbor, MI Jun 2013 - Oct 2016 3
Ing Financial Partners, Inc. Houston, TX Aug 2010 - Jun 2013 2
Ing Financial Partners, Inc. Houston, TX May 2009 - Jun 2013 4
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Dec 2000
S65 NASAA Investment Advisors Law Examination Aug 2005
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.

Get Details on the FINRA Advisor Check site
Contact Info for Biniam Keleta
Phone Number: 352-750-1637
Registered State(s):
  • TX
By the Numbers
  • Total Assets Under Management
    637
    MILLIONS
  • Total Number of Accounts
    6,933
    ACCOUNTS
  • Average Account Value
    $91,854
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, FL, GA, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, NC, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, SC, SD, TN, TX, UT, VA, WA, WI, WV

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