Frederick Wright
CRD Number: 2680705Current Firm: Royal Fund Management, LLC
Compensation Model: Fee Only
CRD# 6160017
Cetera Investment Advisers LLC
CRD# 2811837
Certified Advisory Corp
CRD# 5855622
Financial Harvest Wealth Advisors
Company Name | Location | Dates | Years |
---|---|---|---|
Royal Fund Management, LLC | The Villages, FL | Oct 2018 - Current | 5 |
Lifetime Capital Management | Orlando, FL | Aug 2017 - Current | 6 |
Nbc Securities Inc. | Kissimmee, FL | Sep 2014 - Aug 2017 | 2 |
Self Employed | Orlando, FL | May 2014 - Sep 2014 | < 1 |
J.w. Korth & Company | Orlando, FL | Dec 2012 - May 2014 | 1 |
Exam Code | Name | Passed Date |
---|---|---|
S63 | Uniform Securities State Law Examination | Jan 1996 |
S65 | NASAA Investment Advisors Law Examination | Oct 2008 |
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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
- 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
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