Richard Easterbrook, financial advisor Lake Mary FL
96 score

Richard Easterbrook

CRD 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 19 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.

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Professional Designations
Company Name Location Dates Years
Royal Fund Management Mount Dora, FL Feb 2013 - Current 3
Plan America Financial Services, Inc. Mount Dora, FL Mar 1993 - Current 23
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
Contact Info for Richard G. Easterbrook
Phone Number: 352-750-1637
Registered State(s):
  • FL
By the Numbers
  • Total Assets Under Management
    214
    MILLIONS
  • Total Number of Accounts
    2,981
    ACCOUNTS
  • Average Account Value
    $71,682
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

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

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BADGES
96
Clean Record
This advisor has a clean track record with regulators.

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