Richard EasterbrookCRD Number: 1841199
Current Firm: Royal Fund Management, LLC
Richard Easterbrook (CRD# 1841199) is an Investment Advisor Representative working at Royal Fund Management, LLC in Lake Mary, FL and has over 20 years of experience in the finance industry. Richard Easterbrook has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
Ameriprise Financial Services, Inc.
American Financial Advisors Inc.
Retirement Wealth Advisors, Inc.
|Royal Fund Management||Mount Dora, FL||Feb 2013 - Current||4|
|Plan America Financial Services, Inc.||Mount Dora, FL||Mar 1993 - Current||24|
|Industry Savings Plans, Inc.||Englewood, CO||May 1999 - Jun 2007||8|
|Preferred Financial Corp||Englewood, CO||May 1999 - Jun 2007||8|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Aug 1997|
Total Assets Under Management214MILLIONS
Total Number of Accounts2,981ACCOUNTS
Average Account Value$71,682
- 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)
AR, AZ, CA, CO, CT, DC, FL, GA, IA, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, NC, NE, NH, NJ, NM, NY, OH, OK, PA, SC, TN, TX, VA, WA, WI, WV