John
Mills

Royal Fund Management, LLC

CRD#1330407
Investment Advisor
in Lady Lake, FL

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About this Advisor

John Mills is a financial advisor based out of Lady Lake, Florida with 9 years of relevant experience. Mills works at Royal Fund Management, LLC. The advisor has gained experience at Tax Centers Of Georgia, High Street Asset Management and Royal Fund Management, LLC. Mills has Series 63, Series 66 and Series 65 licenses, designating them as both a securities agent and an investment advisor representative, and can serve investors in Georgia. Royal Fund Management, LLC is an advisory company based in Lady Lake, FL. The firm has offices in 83 locations and a total of 90 financial advisors. It manages $1 billion in assets under management among its 10,564 client accounts, placing it among the larger financial advisory firms in the nation by assets under management. Of its 10,564 client accounts, just 4% are associated with high-net-worth individuals who have at least $1 million in investable assets. The company offers a wide assortment of services, such as financial planning services, portfolio management for individuals and small businesses, selection of other advisers and other services. Financial advisory fees usually depend on the type of financial services. However, fee types billed by Royal Fund Management, LLC likely consist of asset-based, hourly and fixed fees.

Certifications and Registrations

Series 63, Series 66, Series 65

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 Mills Work History

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

2013 - Present (11 years)

High Street Asset Management

2013 - Present (11 years)

Royal Fund Management, LLC

2011 - Present (13 years)

Tax Centers Of Georgia

*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 Mills 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
Lincoln Mcrae
Lady Lake, FL
Frederick Wright
Orlando, FL
Jonathan Jung
Casselberry, FL
John Poolman
Lady Lake, FL
Kimberly Loney
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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