John Link, financial advisor Lady Lake FL

John Link

CRD Number: 2340086
Current Firm: Royal Fund Management, LLC

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.

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Professional Designations
Company Name Location Dates Years
Nexus Financial Group And Associates, LLC Overland Park, KS Jun 2022 - Current 1
Royal Fund Management, Llc Dba Link Financial LLC Overland Park, KS Nov 2013 - Current 10
Nexus Financial Group Overland Park, KS May 2019 - Jun 2022 3
Link Retirement & Financial Services Overland Park, KS Aug 1995 - Apr 2019 23
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination May 1993
S65 NASAA Investment Advisors Law Examination Jul 1994
Contact Info for John R. Link
Phone Number: 352-750-1637
Registered State(s):
  • KS
  • TX
By the Numbers
  • Total Assets Under Management
    1,084
    MILLIONS
  • Total Number of Accounts
    10,564
    ACCOUNTS
  • Average Account Value
    $102,616
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

AL, 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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