![Brady Nelson, financial advisor Lady Lake FL](/img/ws/profile-blank-sq.png)
Brady Nelson (CRD# 6385399) is an Investment Advisor Representative working at Royal Fund Management, LLC in Lady Lake, FL and has over 9 years of experience in the finance industry.
![Jeffrey Ackler, financial advisor Lady Lake FL](/img/ws/profile-blank-sq.png)
CRD# 2227187
Merit Financial Advisors
![Denise Adams-Mccauley, financial advisor Lady Lake FL](/img/ws/profile-blank-sq.png)
CRD# 2882852
Pnc Investments
![Sean Allen, financial advisor Lady Lake FL](/img/ws/profile-blank-sq.png)
CRD# 5583168
Truist Advisory Services, Inc.
Company Name | Location | Dates | Years |
---|---|---|---|
Exp Realty, LLC | Palm Coast, FL | Feb 2020 - Current | 4 |
Holistic Financial | Palm Coast, FL | Oct 2016 - Current | 7 |
Royal Fund Management, LLC | The Villages, FL | Sep 2014 - Current | 9 |
Watson Realty Corp | Palm Coast, FL | Jan 2018 - Feb 2020 | 2 |
Berkshire Hathaway Homeservice | Palm Coast, FL | Apr 2017 - Jan 2018 | < 1 |
Senior Benefits Of Northeast Florida LLC | Palm Coast, FL | Nov 2008 - Oct 2016 | 7 |
Exam Code | Name | Passed Date |
---|---|---|
S65 | NASAA Investment Advisors Law Examination | Aug 2014 |
- FL
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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
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