Claude Corbett (CRD# 2321635) 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.
CRD# 2227187
Merit Financial Advisors
CRD# 2882852
Pnc Investments
CRD# 5583168
Truist Advisory Services, Inc.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| I65plus | Charloette, NC | Aug 2020 - Current | 3 |
| Royal Fund Management, LLC | Lady Lake, FL | Feb 2020 - Current | 4 |
| Corbett Insurance Services | Charlotte, NC | Jan 2010 - Aug 2020 | 10 |
| Horter Investment Management, LLC | Cincinnati, OH | Jan 2014 - Apr 2018 | 4 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Aug 1993 |
| S65 | NASAA Investment Advisors Law Examination | Jul 1996 |
- NC
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Total Assets Under Management1,362MILLIONS
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Total Number of Accounts11,583ACCOUNTS
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Average Account Value$117,573
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
- Other
AL, AR, AZ, CA, CO, CT, FL, GA, HI, 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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