Barth Frankenberry, financial advisor Lavale MD

Barth Frankenberry

CRD Number: 6421000
Current Firm: Royal Fund Management, LLC

Barth Frankenberry (CRD# 6421000) is an Investment Advisor Representative working at Royal Fund Management, LLC in Lavale, MD and has 1 year of experience in the finance industry.

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Company Name Location Dates Years
Royal Fund Management, LLC The Villages, FL Jul 2023 - Current < 1
Frankenberry Insurance Group Cumberland, MD Jun 2014 - Current 9
Exam Code Name Passed Date
S65 NASAA Investment Advisors Law Examination Sep 2023
Contact Info for Barth H. Frankenberry
Phone Number: 352-750-1637
Registered State(s):
  • MD
By the Numbers
  • Total Assets Under Management
    1,362
    MILLIONS
  • Total Number of Accounts
    11,583
    ACCOUNTS
  • Average Account Value
    $117,573
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

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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