Financial ADVSR advisor directory · SEC adviser records
Royal Fund Management, LLC financial advisors in Lakewood, CO
Every SEC-registered investment adviser representative at a Royal Fund Management, LLC office in Lakewood, A to Z.
The short answer
3 registered advisors work at Royal Fund Management, LLC in Lakewood, out of 74 at the firm nationwide; it ranks number 27 in the city by advisors. 2 list the CFP designation and 0 are also registered broker representatives.
Royal Fund Management, LLC advisors in Lakewood, A to Z
Every Royal Fund Management, LLC advisor →- Jo-Ann E. HolstCertified Financial Planner
- Colette H. SnyderCertified Financial Planner
- Terry L. TylerInvestment adviser rep
Royal Fund Management, LLC advisors in every city and state →Royal Fund Management, LLC: assets, clients and custodians →Advisor Moves: who changed firms this week →
Royal Fund Management, LLC advisors in other cities
Lady Lake, FL 37Brewer, ME 2Orlando, FL 2Allen, TX 1Altamonte Springs, FL 1Apollo Beach, FL 1Austin, MN 1Burbank, CA 1Centennial, CO 1Clinton, OK 1Clive, IA 1Colorado Springs, CO 1Glandorf, OH 1Golden, CO 1Jacksonville, FL 1
Other firms in Lakewood
All Lakewood advisors →Strategic Advisers LLC 36Edward Jones 27Wells Fargo Clearing Services, LLC 22Valic Financial Advisors, Inc. 20LPL Financial LLC 16Eagle Strategies LLC 11Cetera Investment Advisers LLC 10Kestra Advisory Services, LLC 9Legacy Wealth Partners, LLC 9Bam Wealth Management LLC 8Financial Security Management, Inc. 8Raymond James Financial Services Advisors, Inc. 7
Questions
How many financial advisors does Royal Fund Management, LLC have in Lakewood?
3 investment adviser representatives are registered at Royal Fund Management, LLC offices in Lakewood, Colorado, according to the SEC's Investment Adviser Public Disclosure records, out of 74 nationwide. 2 list the CFP designation and 0 are also registered as broker representatives.
Is Royal Fund Management, LLC one of the largest advisor employers in Lakewood?
Royal Fund Management, LLC ranks number 27 in Lakewood by registered advisors; Strategic Advisers LLC has the most, with 36.
How do I check a Royal Fund Management, LLC advisor in Lakewood?
Each advisor below links to a profile with their registrations, exams, designations and how long they've been registered, plus links to the SEC's adviser search and FINRA BrokerCheck, where any disclosures are listed in full.
Source: the SEC's Investment Adviser Public Disclosure daily file. Advisors are listed at the city of the Royal Fund Management, LLC office they're registered at; broker-only representatives (FINRA BrokerCheck) aren't included. Weighing a move? Compare payouts by firm or value a recruiting offer.