David Latch, financial advisor The Villages FL

David Latch

CRD Number: 5817785
Current Firm: Royal Fund Management, LLC
David Latch (CRD# 5817785) is an Investment Advisor Representative working at Royal Fund Management, LLC in The Villages, FL and has over 5 years of experience in the finance industry.
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Royal Fund Management, LLC
Company Name Location Dates Years
Frederick Tax Pros Frederick, MD Oct 2015 - Current 5
Royal Fund Management, LLC Frederick, MD Apr 2013 - Current 7
Liberty Insurance, LLC Frederick, MD Nov 2010 - Current 10
Frederick Financial Group Frederick, MD Sep 2009 - Current 11
Frederick Tax Pros Frederick, MD Jan 2015 - Oct 2015 < 1
American Elite Retirement Frederick, MD Dec 2010 - Oct 2013 2
Maryland Long Term Care Insurance Group Frederick, MD Jun 2001 - Sep 2009 8
Exam Code Name Passed Date
S65 NASAA Investment Advisors Law Examination Oct 2010
Contact Info for David A. Latch
Phone Number: 352-750-1637
Registered State(s):
  • MD
  • VA
  • WV
By the Numbers
  • Total Assets Under Management
    637
    MILLIONS
  • Total Number of Accounts
    6,933
    ACCOUNTS
  • Average Account Value
    $91,854
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
  • Other
Types of Clients
Registered States

AR, AZ, CA, CO, CT, FL, GA, 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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Data verified by both the advisor and the public regulatory data.

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