William
Foley
Royal Fund Management, LLC
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About this Advisor
William Foley is a financial advisor who works in Lady Lake, Florida with 8 years of relevant experience. Foley currently works for Royal Fund Management, LLC. Foley has gained experience at Golden Years Insurance Group, Inc, Integrated Trust Systems and Royal Fund Management, LLC. Foley holds a Series 65 license, which qualifies them as an investment advisor representative, and is registered to serve investors in Florida. Royal Fund Management, LLC is an advisory firm headquartered in Lady Lake, FL. The company has offices in 83 locations and a total of 90 advisors. It has $1 billion in assets across its 10,564 customer accounts, making it one of the bigger financial advisory firms in the country by assets under management. Of its 10,564 client accounts, just 4% are held by high-net-worth investors who have at least $1 million in investable assets. Royal Fund Management, LLC offers a number of services, such as financial planning services, portfolio management for individuals and small businesses, selection of other advisers and other services. A financial advisor's fees are based on which services the firm provides the client. Fee types charged by Royal Fund Management, LLC can consist of some combination of asset-based, hourly and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Royal Fund Management, LLC Brokerage Details
$1,084,035,879
90
10,564
$102,616
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers
- Other
William Foley Work History
William has been registered as a financial advisor for 8 years.*
Royal Fund Management, LLC
Golden Years Insurance Group, Inc
Integrated Trust Systems
*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 William Foley 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
Lone Tree, CO
Casselberry, FL
Lady Lake, FL
Denver, CO
Lady Lake, FL
Orlando, FL
Lady Lake, FL
Lady Lake, FL
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