Kevin Wingert (CRD# 6656738) is an Investment Advisor Representative working at Royal Fund Management, LLC in Lady Lake, FL and has over 7 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 |
---|---|---|---|
Royal Fund Management, LLC | The Villages, FL | May 2016 - Current | 8 |
Fellowship Of Fiduciary Education | West Des Moines, IA | Jan 2015 - Current | 9 |
American Retirement Systems | West Des Moines, IA | May 2013 - Current | 11 |
Iowa State University | Ames, IA | Aug 2010 - May 2014 | 3 |
Exam Code | Name | Passed Date |
---|---|---|
S65 | NASAA Investment Advisors Law Examination | May 2016 |
- IA
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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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