Dharam
Kalra
Royal Fund Management, LLC
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About this Advisor
Dharam Kalra is a certified financial planner and chartered financial consultant operating in Lady Lake, Florida who has 8 years of relevant experience. Kalra currently works for Royal Fund Management, LLC. Over the course of their career, they have held roles at Gradient Securities, LLC, Signature America Financial & Insurance Services Inc, Royal Fund Management, LLC Dba Signature America Wealth Mgmt and Tax Centers 360. Kalra has Series 63 and Series 66 licenses, which qualify them as a securities broker, and can work in California. Royal Fund Management, LLC is a firm that has its headquarters in Lady Lake, FL. The firm has offices in 83 locations and a total of 90 advisors. It handles $1 billion in assets across its 10,564 customer accounts, placing it among the larger investment advisory firms in the United States by assets under management. Of its 10,564 accounts, just 4% belong to high-net-worth individuals who have greater than $1 million in investable assets. The business performs a number of services, such as financial planning services, portfolio management for individuals and small businesses, selection of other advisers and other services. Financial advisory fees typically vary depending on which services are offered. However, fees billed by Royal Fund Management, LLC most likely are comprised of asset-based, hourly and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Royal Fund Management, LLC Brokerage Details
$1,084,035,879
90
10,564
$102,616
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers
- Other
Dharam Kalra Work History
Dharam has been registered as a financial advisor for 8 years.*
Tax Centers 360
Royal Fund Management, LLC Dba Signature America Wealth Mgmt
Signature America Financial & Insurance Services Inc
Gradient Securities, LLC
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Dharam Kalra to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Royal Fund Management, LLC
Lone Tree, CO
Lady Lake, FL
Denver, CO
Orlando, FL
Casselberry, FL
Lady Lake, FL
Lady Lake, FL
Lady Lake, FL
The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
