Owen Edwards (CRD# 2668260) is an Investment Advisor Representative working at Royal Fund Management, LLC in Lady Lake, FL and has over 27 years of experience in the finance industry.
CRD# 2227187
Merit Financial Advisors
CRD# 2882852
Pnc Investments
CRD# 5583168
Truist Advisory Services, Inc.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Royal Fund Management, LLC | The Villages, FL | Oct 2015 - Current | 8 |
| Edwards Investments, LLC | Peckville, PA | Jun 2004 - Current | 19 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Oct 1996 |
| S65 | NASAA Investment Advisors Law Examination | Oct 1996 |
- PA
- TX
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Total Assets Under Management1,362MILLIONS
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Total Number of Accounts11,583ACCOUNTS
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Average Account Value$117,573
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
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- Selection of other advisers (including private fund managers)
- Other
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