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.
CRD# 2227187
Merit Financial Advisors
CRD# 2882852
Pnc Investments
CRD# 6281768
Charles Schwab & Company, Inc.
| 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 |
- NC
-
Total Assets Under Management1,109MILLIONS
-
Total Number of Accounts9,443ACCOUNTS
-
Average Account Value$117,403
- 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
- Selection of other advisers (including private fund managers)
- Other
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
About Wealthminder
Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.
Wealthminder is a database of every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.
If you are looking for a specific financial advisor and you can’t find them on Wealthminder, it’s likely that they are either exclusively a broker or are unlicensed - please contact us and we’ll try to help!
Finding a Financial Advisor through Wealthminder
Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.
The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.
Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.
You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.
Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.