Royal American Financial Advisors, LLC

Royal American Financial Advisors, LLC (CRD# 111192) is a financial advisory firm headquartered in Menifee, CA. They manage $97,896,968 in 394 accounts and serve the financial needs of clients across 2 states (or territories).

Current Firm Details
27192 Newport Rd., Suite 4, Menifee, CA 92584
http://www.platinumplusonline.com
By the Numbers
  • Total Assets Under Management
    98
    MILLION
  • Total Number of Accounts
    394
    ACCOUNTS
  • Average Account Value
    $248,469
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)
  • Educational seminars/workshops
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

CA, TX

Financial Advisors at Royal American Financial Advisors, LLC
Showing 1 - 1 of 1 top financial advisors.
1
Scott Buchanan, financial advisor Menifee CA
Scott C. Buchanan
CRD#: 4627659
27192 Newport Rd., Suite 4, Menifee, CA 92584

Scott Buchanan (CRD# 4627659) is an Investment Advisor Representative working at Royal American Financial Advisors, LLC in Menifee, CA and has over 19 years of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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