Luther Wrenn, financial advisor Lakeland FL
93 score

Luther Wrenn

CRD Number: 5905095
Current Firm: Royal Fund Management, LLC

Luther Wrenn (CRD# 5905095) is an Investment Advisor Representative working at Royal Fund Management, LLC in Lakeland, FL and has over 5 years of experience in the finance industry.

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Company Name Location Dates Years
Royal Fund Management, LLC Lakeland, FL May 2013 - Current 3
Wrenn Insurance Services Lakeland, FL Jan 2004 - Current 12
Arizona Diamondbacks Phoenix, AZ Nov 1999 - Current 17
American Elite Retirement West Des Moines, IA Apr 2011 - May 2013 2
Exam Code Name Passed Date
S65 NASAA Investment Advisors Law Examination Dec 2010
Contact Info for Luther H. Wrenn
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
93
Clean Record
This advisor has a clean track record with regulators.

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