Kimberly LoneyCRD 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.
Merit Financial Advisors
Charles Schwab & Company, Inc.
|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|
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)
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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