Judith Carlson (CRD# 6158606) is an Investment Advisor Representative working at Royal Fund Management, LLC in Lone Tree, CO and has over 2 years of experience in the finance industry.
CRD# 1130816
Lpl Financial LLC
CRD# 5400593
Empower Advisory Group, LLC
CRD# 4675577
Syntrinsic LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Royal Fund Management, LLC | Lady Lake, FL | Jan 2022 - Current | 2 |
| Coram Deo Financial | Castle Pines, CO | Feb 2016 - Current | 8 |
| Mountain Financial | Denver, CO | Jan 2014 - Feb 2016 | 2 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S65 | NASAA Investment Advisors Law Examination | Jan 2022 |
- CO
-
Total Assets Under Management1,362MILLIONS
-
Total Number of Accounts11,583ACCOUNTS
-
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
About Wealthminder
Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.
Wealthminder is a database derived from SEC.gov data covering every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.
Finding a Financial Advisor through Wealthminder
Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.
The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.
Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.
You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.
Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.