Daniel
Johnson

Royal Fund Management, LLC

CRD#6011526
Investment Advisor
in St. Petersburg, FL

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About this Advisor

Daniel Johnson is a financial advisor based in St. Petersburg, Florida, working with Royal Fund Management, LLC. Daniel has previously held positions at the US Department of Health and Human Services, Venture Marketing Group, WCF Disaster Services, and Royal Fund Management, LLC. Daniel has passed the Series 65 regulatory exam and is registered to provide services in Florida. Currently, Daniel is part of Royal Fund Management, LLC, which operates out of St. Petersburg, Florida. The firm has 83 offices and 93 employees. The firm manages assets totaling $1.4 billion and serves a variety of clients, including high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, selection of other advisers, and other services. The fee structure at Royal Fund Management, LLC includes asset-based, hourly, and fixed fees.

Certifications and Registrations

Series 65

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Selection of other advisers, Other

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees

Office Location

St. Petersburg, FL

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Royal Fund Management, LLC Brokerage Details

Total Assets Under Management

$1,361,849,417

FL Average: $1,855,561,029
Total Number of Employees

93

FL Average: 62
Total Number of Accounts

11,583

FL Average: 2,474
Average Account Size

$117,573

FL Average: $750,025

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers
  • Other

Daniel Johnson Work History

2013 - Present (11 years)

Royal Fund Management, LLC

2008 - 2021 (13 years)

Us Dept Of Health And Human Services

2006 - 2022 (16 years)

Wcf Disaster Services

1995 - 2014 (19 years)

Venture Marketing Group

Disclosures

Please visit the SEC profile of Daniel Johnson 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

Scott Svoboda
Hoffman Estates, IL
Gabriel Fransen
Elk River, MN
Frederick Wright
Orlando, FL
Andres Rodriguez
Pasadena, TX
Michael Budnick
Burbank, CA
Barth Frankenberry
Lady Lake, FL
Judith Carlson
Lone Tree, CO
Lincoln Mcrae
Lady Lake, FL

The content in this profile was updated by SmartAsset on 6/19/2024. 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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