Kevin
Wingert
Royal Fund Management, LLC
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About this Advisor
Kevin Wingert is a financial advisor based in Lady Lake, Florida, working with Royal Fund Management, LLC. Kevin has previously held positions at American Retirement Systems, Fellowship Of Fiduciary Education, and Royal Fund Management, LLC. Kevin has passed the Series 65 regulatory exam and is registered to provide services in Iowa. Currently, Kevin 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
Services Offered
Fee Structure
Office Location
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Royal Fund Management, LLC Brokerage Details
$1,361,849,417
93
11,583
$117,573
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers
- Other
Kevin Wingert Work History
Royal Fund Management, LLC
Fellowship Of Fiduciary Education
American Retirement Systems
Disclosures
Please visit the SEC profile of Kevin Wingert 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
Pasadena, TX
Orlando, FL
Elk River, MN
Lone Tree, CO
Hoffman Estates, IL
Lady Lake, FL
Burbank, CA
Lady Lake, FL
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