Kimberly Loney, financial advisor Lady Lake FL

Kimberly Loney

CRD Number: 7449219
Current Firm: Royal Fund Management, LLC

Kimberly Loney (CRD# 7449219) is an Investment Advisor Representative working at Royal Fund Management, LLC in Lady Lake, FL and has 1 year of experience in the finance industry.

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Company Name Location Dates Years
Royal Fund Management, LLC Lady Lake, FL Feb 2022 - Current < 1
Bankers Life Advisory Services, Inc. Wilmington, NC Jan 2022 - Feb 2022 < 1
Bankers Life Securities, Inc. Wilmington, NC Dec 2021 - Feb 2022 < 1
Bankers Life And Casualty Wilmington, NC Mar 2021 - Feb 2022 < 1
Ayb Marketing Wilmington, NC Jan 2020 - Dec 2021 1
Emergeortho Wilmington, NC Jul 2019 - Jan 2020 < 1
Acs Benefit Services Winston Salem, NC Mar 2018 - Jul 2019 1
Culp, Inc. High Point, NC Aug 2016 - Mar 2018 1
North State Aviation Winston Salem, NC Aug 2014 - Aug 2016 2
Unemployed Winston Salem, NC May 2014 - Aug 2014 < 1
Ems Management And Consultants Winston Salem, NC Aug 2011 - May 2014 2
Exam Code Name Passed Date
S65 NASAA Investment Advisors Law Examination Dec 2021
S63 Uniform Securities State Law Examination Dec 2021
Contact Info for Kimberly P. Loney
Phone Number: 352-750-1637
Registered State(s):
  • NC
By the Numbers
  • Total Assets Under Management
    1,109
    MILLIONS
  • Total Number of Accounts
    9,443
    ACCOUNTS
  • Average Account Value
    $117,403
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

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

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