Sean
Clark

Royal Fund Management, LLC

CRD#4587957
Investment Advisor
in Wilmington, NC

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About this Advisor

Sean Clark is a financial advisor based in Wilmington, North Carolina, working with Royal Fund Management, LLC. Sean has previously held positions at York Independents, Inc, Brokers International Financial Services, LLC, Ae Wealth Management, LLC, Southern New Hampshire University, Grand Canyon University, University Of Arizona, and Royal Fund Management, LLC Dba Yi Wealth Management. Sean has passed the Series 63 and Series 65 regulatory exams and is registered to provide services in North Carolina. Currently, Sean is part of Royal Fund Management, LLC, which operates out of Wilmington, North Carolina. 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

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

321 N. Front Street Suite C
Wilmington, NC 28401

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Royal Fund Management, LLC Brokerage Details

Total Assets Under Management

$1,361,849,417

NC Average: $1,855,561,029
Total Number of Employees

93

NC Average: 62
Total Number of Accounts

11,583

NC Average: 2,474
Average Account Size

$117,573

NC Average: $750,025

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers
  • Other

Sean Clark Work History

2024 - Present (0 year)

Royal Fund Management, LLC Dba Yi Wealth Management

2023 - Present (1 year)

Grand Canyon University

2023 - Present (1 year)

University Of Arizona

2021 - Present (3 years)

Southern New Hampshire University

2018 - Present (6 years)

Ae Wealth Management, LLC

2011 - Present (13 years)

York Independents, Inc

2017 - 2018 (1 year)

Brokers International Financial Services, LLC

Disclosures

Please visit the SEC profile of Sean Clark 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

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