Robert
Davis

Royal Fund Management, LLC

CRD#2965553
Investment Advisor
in Apollo Beach, FL

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About this Advisor

Robert Davis is a financial advisor who works in Apollo Beach, Florida who has 10 years of industry experience. Davis is an advisor for Royal Fund Management, LLC. Throughout their career, Davis has worked at Harbour Financial, American Elite Retirement and Royal Fund Management, LLC. Davis has Series 63 and Series 65 licenses, certifying them as both a securities agent and an investment advisor representative, and is registered to advise clients in Florida. Royal Fund Management, LLC is a registered investment business that has its headquarters in Lady Lake, FL. It has offices in 83 locations and a total of 90 financial advisors. It manages $1 billion in assets under management across its 10,564 client 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 greater than $1 million in investable assets. The company offers a number of services, including financial planning services, portfolio management for individuals and small businesses, selection of other advisers and other services. Fees charged by financial advisors typically vary depending on which services the firm provides the client. However, fees billed by Royal Fund Management, LLC most likely are comprised of some combination of asset-based, hourly and fixed fees.

Certifications and Registrations

Series 63, Series 65

Years Registered*

10 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

Apollo Beach, FL

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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

Robert Davis Work History

Robert has been registered as a financial advisor for 10 years.*

2013 - Present (11 years)

Royal Fund Management, LLC

2012 - Present (12 years)

American Elite Retirement

2000 - Present (24 years)

Harbour Financial

*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 Robert Davis 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
Lincoln Mcrae
Lady Lake, FL
Millard Norris
Lady Lake, FL
Frederick Wright
Orlando, FL
Jonathan Jung
Casselberry, FL
Gabriel Fransen
Elk River, MN
William Foley
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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