John
Link

Royal Fund Management, LLC

CRD#2340086
Investment Advisor
in Lady Lake, FL

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About this Advisor

John Link is a chartered financial consultant operating in Lady Lake, Florida with 9 years of relevant experience. Link is an advisor for Royal Fund Management, LLC. Over the course of their career, they have held roles at Nexus Financial Group And Associates, LLC, Link Retirement & Financial Services, Royal Fund Management, LLC and Nexus Financial Group. Link holds Series 63 and Series 65 licenses, which qualify them as both a securities agent and an investment advisor representative, and is approved to serve investors in Kansas. Royal Fund Management, LLC is an advisory company that has its headquarters in Lady Lake, FL. The company has offices in 83 locations and a total of 90 people on staff. It administers $1 billion in assets under management across its 10,564 customer accounts, making it one of the larger firms in the nation by assets under management. Of its 10,564 customer accounts, just 4% are associated with high-net-worth clients who have at least $1 million in assets available to invest. The advisory firm provides a broad array of services, including financial planning services, portfolio management for individuals and small businesses, selection of other advisers and other services. Financial advisory fee schedules are based on the type of financial services. Fee types billed by Royal Fund Management, LLC can include asset-based, hourly and fixed fees.

Certifications and Registrations

Series 63, Series 65, Chartered Financial Consultant

Years Registered*

9 years

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

1515 Buenos Aires Blvd
Lady Lake, FL 32159

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Royal Fund Management, LLC Brokerage Details

Total Assets Under Management

$1,084,035,879

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

90

FL Average: 62
Total Number of Accounts

10,564

FL Average: 2,474
Average Account Size

$102,616

FL Average: $750,025

Investment Advisory Services

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

John Link Work History

John has been registered as a financial advisor for 9 years.*

2022 - Present (2 years)

Nexus Financial Group And Associates, LLC

2013 - Present (11 years)

Royal Fund Management, LLC

2019 - 2022 (3 years)

Nexus Financial Group

1995 - 2019 (24 years)

Link Retirement & Financial Services

*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 John Link 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

Judith Carlson
Lone Tree, CO
John Snyder
Denver, CO
Millard Norris
Lady Lake, FL
Jonathan Jung
Casselberry, FL
Lincoln Mcrae
Lady Lake, FL
Frederick Wright
Orlando, FL
Hunter Von Unschuld
Lady Lake, FL
Gabriel Fransen
Elk River, MN

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.

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