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).
Total Assets Under Management26MILLION
Total Number of Accounts122ACCOUNTS
Average Account Value$212,928
- 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
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
John Carter (CRD# 2421945) is an Investment Advisor Representative working at Royal Financial in Newport Beach, CA and has over 23 years of experience in the finance industry.