Mark TriplettCRD Number: 4853084
Current Firm: Royal Fund Management, LLC
Mark Triplett (CRD# 4853084) 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.
Merit Financial Advisors
Raymond James & Associates, Inc.
|Triplett-westendorf College Consulting||Ankeny, IA||Jan 2018 - Current||5|
|Lolly Company Dba Triplett-westendorf Financial Group LLC||Ankeny, IA||Jan 2017 - Current||6|
|Royal Fund Management, Llc Dba Triplett Wealth Management||Ankeny, IA||Jan 2016 - Current||7|
|Partners Advantage||Urbandale, IA||Mar 2018 - Mar 2019||1|
|Partners Advantage Fka Amz Financial Insurance Services, LLC||Waukee, IA||Nov 2007 - Mar 2018||10|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Mar 2008|
|S65||NASAA Investment Advisors Law Examination||Nov 2015|
Total Assets Under Management1,084MILLIONS
Total Number of Accounts10,564ACCOUNTS
Average Account Value$102,616
- 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)
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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