Royal Fund Management, LLC

Royal Fund Management, LLC (CRD# 144434) is a financial advisory firm headquartered in Lady Lake, FL. They manage $1,361,849,417 in 11,583 accounts and serve the financial needs of clients across 43 states (or territories).

By the Numbers
  • Total Assets Under Management
    1,362
    MILLION
  • Total Number of Accounts
    11,583
    ACCOUNTS
  • Average Account Value
    $117,573
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
The map below shows states where this firm has explicit registration only.

AL, AR, AZ, CA, CO, CT, FL, GA, HI, 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

Financial Advisors at Royal Fund Management, LLC
Showing 31 - 40 of 82 top financial advisors.
31
John F. Howell
CRD#: 4765235
1515 Buenos Aires Blvd, Lady Lake, FL 32159

John Howell (CRD# 4765235) is an Investment Advisor Representative working at Royal Fund Management, LLC in Lady Lake, FL and has over 20 years of experience in the finance industry.

32
Matthew T. Jackson
CRD#: 4407441
1515 Buenos Aires Blvd, Lady Lake, FL 32159

Matthew Jackson (CRD# 4407441) is an Investment Advisor Representative working at Royal Fund Management, LLC in Lady Lake, FL and has over 12 years of experience in the finance industry.

33
Daniel W. Johnson
CRD#: 6011526
Saint Petersburg, FL

Daniel Johnson (CRD# 6011526) is an Investment Advisor Representative working at Royal Fund Management, LLC in Saint Petersburg, FL and has over 12 years of experience in the finance industry.

34
Jonathan L. Jung
CRD#: 6195393
Casselberry, FL

Jonathan Jung (CRD# 6195393) is an Investment Advisor Representative working at Royal Fund Management, LLC in Casselberry, FL and has over 9 years of experience in the finance industry.

35
Dharam P. Kalra
CRD#: 1016974
1515 Buenos Aires Blvd, Lady Lake, FL 32159

Dharam Kalra (CRD# 1016974) is an Investment Advisor Representative working at Royal Fund Management, LLC in Lady Lake, FL and has over 24 years of experience in the finance industry.

36
Kimball T. Kistler
CRD#: 866936
1515 Buenos Aires Blvd, Lady Lake, FL 32159

Kimball Kistler (CRD# 866936) is an Investment Advisor Representative working at Royal Fund Management, LLC in Lady Lake, FL and has over 31 years of experience in the finance industry.

37
David A. Latch
CRD#: 5817785
1515 Buenos Aires Blvd, Lady Lake, FL 32159
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.
38
John R. Link
CRD#: 2340086
1515 Buenos Aires Blvd, Lady Lake, FL 32159

John Link (CRD# 2340086) is an Investment Advisor Representative working at Royal Fund Management, LLC in Lady Lake, FL and has over 31 years of experience in the finance industry.

39
David L. Martin
CRD#: 1291133
1515 Buenos Aires Blvd, Lady Lake, FL 32159

David Martin (CRD# 1291133) is an Investment Advisor Representative working at Royal Fund Management, LLC in Lady Lake, FL and has over 27 years of experience in the finance industry.

40
Lincoln E. McRae
CRD#: 5963675
1515 Buenos Aires Blvd, Lady Lake, FL 32159

Lincoln McRae (CRD# 5963675) is an Investment Advisor Representative working at Royal Fund Management, LLC in Lady Lake, FL and has over 12 years of experience in the finance industry.

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