Vicki Monaco (CRD# 5900799) is an Investment Advisor Representative working at Royal Fund Management, LLC in Lady Lake, FL and has over 13 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 | Panora, IA | May 2013 - Current | 10 |
| Life & Legacy Advisors, LLC | Panora, IA | Feb 2011 - Current | 13 |
| Life & Legacy, LLC | Panora, IA | Apr 2006 - Current | 18 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S65 | NASAA Investment Advisors Law Examination | Feb 2011 |
- IA
-
Total Assets Under Management1,362MILLIONS
-
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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