Michael Conway, financial advisor Lady Lake FL

Michael Conway

CRD Number: 1947185
Current Firm: Royal Fund Management, LLC

Michael Conway (CRD# 1947185) is an Investment Advisor Representative working at Royal Fund Management, LLC in Lady Lake, FL and has over 30 years of experience in the finance industry.

Similar Advisors
Jeffrey Ackler, financial advisor Lady Lake FL
Jeffrey Ackler
CRD# 2227187
Merit Financial Advisors
Similar Advisors
Denise Adams-Mccauley, financial advisor Lady Lake FL
Denise J. Adams-Mccauley
CRD# 2882852
Pnc Investments
Similar Advisors
Sean Allen, financial advisor Lady Lake FL
Sean M. Allen
CRD# 5583168
Truist Advisory Services, Inc.
Company Name Location Dates Years
Royal Fund Management, LLC Vero Beach, FL May 2013 - Current 10
Benefits Cost Consultants, Inc. Vero Beach, FL Jun 2004 - Current 19
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Dec 1993
S65 NASAA Investment Advisors Law Examination Apr 2012
Contact Info for Michael J. Conway
Phone Number: 352-750-1637
Registered State(s):
  • FL
By the Numbers
  • Total Assets Under Management
    1,362
    MILLIONS
  • 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

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

Ready to hire a financial advisor? Get competitive proposals from multiple advisors.
BADGES

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 derived from SEC.gov data covering 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.

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.