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 financial advisor based in Lady Lake, Florida, working with Royal Fund Management, LLC. John has previously held positions at Link Financial LLC, Link Retirement & Financial Services, Royal Fund Management, LLC, and Nexus Financial Group. John has passed the Series 63 and Series 65 regulatory exams and is registered to provide services in Kansas and Texas. Currently, John is part of Royal Fund Management, LLC, which operates out of Lady Lake, Florida. The firm has 83 offices and 93 employees. The firm manages assets totaling $1.4 billion and serves high-net-worth clients. 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 63, Series 65, Chartered Financial Consultant

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

$1,361,849,417

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

John Link Work History

2022 - Present (2 years)

Link Financial LLC

2013 - Present (11 years)

Royal Fund Management, LLC

2019 - 2022 (3 years)

Nexus Financial Group

1995 - 2019 (24 years)

Link Retirement & Financial Services

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

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