Paul Fokken (CRD# 7036510) is an Investment Advisor Representative working at Royal Fund Management, LLC in Lady Lake, FL and has over 5 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 | Oct 2018 - Current | 5 |
| Fokken Financial Services | Cherokee, IA | Oct 2018 - Current | 5 |
| Unemployed | Dunlap, IA | Jun 2018 - Oct 2018 | < 1 |
| Keller Insurance And Financial Services, Inc. | Missouri Valley, IA | Jan 2018 - May 2018 | < 1 |
| Knights Of Columbus | Dunlap, IA | Oct 2016 - Dec 2017 | 1 |
| South Dakota State University | Brookings, SD | Aug 2004 - Sep 2016 | 12 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S65 | NASAA Investment Advisors Law Examination | Oct 2018 |
- IA
- TX
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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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