Royal Fund Management, LLC

Royal Fund Management, LLC (CRD# 144434) is a financial advisory firm headquartered in The Villages, FL. They manage $213,684,443 in 2,981 accounts and serve the financial needs of clients across 37 states (or territories).

By the Numbers
  • Total Assets Under Management
    214
    MILLION
  • Total Number of Accounts
    2,981
    ACCOUNTS
  • Average Account Value
    $71,682
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
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.

AR, AZ, CA, CO, CT, DC, FL, GA, IA, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, NC, NE, NH, NJ, NM, NY, OH, OK, PA, SC, TN, TX, VA, WA, WI, WV

Financial Advisors at Royal Fund Management, LLC
Showing 1 - 10 of 96 top financial advisors.
1
David A. Latch
CRD#: 5817785
1515 Buenos Aires Blvd, The Villages, FL 32159
100
Wealthminder
score
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.
2
Vannie T. Albanese
CRD#: 2277
Lady Lake, FL
96
Wealthminder
score

Vannie Albanese (CRD# 2277) is an Investment Advisor Representative working at Royal Fund Management, LLC in Lady Lake, FL and has over 21 years of experience in the finance industry.

3
Darmon L. Brizendine
CRD#: 30974
320 Ouachita, Suite 218, Hot Springs National Park, AR 71901
96
Wealthminder
score

Darmon Brizendine (CRD# 30974) is an Investment Advisor Representative working at Royal Fund Management, LLC in Hot Springs National Park, AR and has over 32 years of experience in the finance industry.

4
Mark A. Bunker
CRD#: 2348673
1515 Buenos Aires Blvd, The Villages, FL 32159
96
Wealthminder
score

Mark Bunker (CRD# 2348673) is an Investment Advisor Representative working at Royal Fund Management, LLC in The Villages, FL and has over 24 years of experience in the finance industry.

5
Richard G. Easterbrook
CRD#: 1841199
Government Personnel Advisory Group, Llc, 801 International Parkway, Suite 500, Lake Mary, FL 32746
96
Wealthminder
score

Richard Easterbrook (CRD# 1841199) is an Investment Advisor Representative working at Royal Fund Management, LLC in Lake Mary, FL and has over 20 years of experience in the finance industry. Richard Easterbrook has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

6
John E. Harris
CRD#: 1015442
1550 Magnolia Drive, Cincinnati, OH 45215
96
Wealthminder
score

John Harris (CRD# 1015442) is an Investment Advisor Representative working at Royal Fund Management, LLC in Cincinnati, OH and has over 28 years of experience in the finance industry. John Harris has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

7
Jo-ann E. Holst
CRD#: 2804796
550 S Wadsworth Blvd, Suite 401, Lakewood, CO 80226
96
Wealthminder
score

Jo-ann Holst (CRD# 2804796) is an Investment Advisor Representative working at Royal Fund Management, LLC in Lakewood, CO and has over 13 years of experience in the finance industry. Jo-ann Holst has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

8
Dharam P. Kalra
CRD#: 1016974
22942 El Toro Rd, Lake Forest, CA 92630
96
Wealthminder
score

Dharam Kalra (CRD# 1016974) is an Investment Advisor Representative working at Royal Fund Management, LLC in Lake Forest, CA and has over 17 years of experience in the finance industry. Dharam Kalra has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

9
Claude Peltz
CRD#: 718318
Windham, NH
96
Wealthminder
score

Claude Peltz (CRD# 718318) is an Investment Advisor Representative working at Royal Fund Management, LLC in Windham, NH and has over 37 years of experience in the finance industry.

10
Teodoro Ruiz
CRD#: 1757965
1515 Buenos Aires Blvd, The Villages, FL 32159
96
Wealthminder
score

Teodoro Ruiz (CRD# 1757965) is an Investment Advisor Representative working at Royal Fund Management, LLC in The Villages, FL and has over 29 years of experience in the finance industry. Teodoro Ruiz has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

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Advisor profile scores displayed on this site are derived using the following criteria. Step 1: An advisor profile rating starts with a baseline score of 90 points. Step 2: The advisor score is increased from the baseline after screening for 3 criteria: years of experience, industry credentials and completeness of profile. Step 3: The advisor score is decreased after screening for publicly available disclosure events such as litigation or regulatory matters. Such decreases relate to the existence of a disclosure and, in most cases, do not account for timing, magnitude or severity of such disclosure. Many other factors are not considered in the scoring such as financial stability, fees, affiliations and educational background, and you should carefully consider these factors. The criteria are based on information Wealthminder deems helpful and available at the time of the scoring. Scores do not vary based on qualitative feedback from users. Advisor presentation and visibility and allocation of proposals will vary for advisors who pay a marketing plan program fee. Wealthminder does not recommend or provide any warranty or guarantee of the quality or suitability of any specific advisor or products or services offered by such advisor. Please consult regulatory sites for additional information about advisors’ background.