Royal Financial

Royal Financial (CRD# 111339) is a financial advisory firm headquartered in Newport Beach, CA. They manage $25,977,168 in 122 accounts and serve the financial needs of clients across 1 states (or territories).

By the Numbers
  • Total Assets Under Management
  • Total Number of Accounts
  • Average Account Value
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.


Financial Advisors at Royal Financial
Showing 1 - 1 of 1 top financial advisors.
John R. Carter
CRD#: 2421945
20101 Sw Birch Street, Suite130-d, Newport Beach, CA 92660

John Carter (CRD# 2421945) is an Investment Advisor Representative working at Royal Financial in Newport Beach, CA and has over 22 years of experience in the finance industry.

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