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Alan Wayne Olson

Royal Fund Management, LLC

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About Alan Wayne Olson

Alan Olson is an investment advisor representative registered with Royal Fund Management, LLC. Alan has a Series 63 and a Series 65 license as well as the Series 6 exam. Alan has been in the industry since 1987. Alan also works as an Insurance Agent for a separate business. Alan specializes in Individual, High-Net-Worth Individual and Business clients. Alan's firm is headquartered in Lady Lake, Florida and has offices in Houston, Texas. The firm has 83 investment advisor representatives and manages over $1.36 billion in assets.

Firm Information

Alan Olson is currently registered with Royal Fund Management, LLC. Royal Fund Management, LLC is a registered investment advisor based in LADY LAKE, FL. They offer advisory services in portfolio management for individuals and businesses, as well as financial planning and selection of other advisors. They primarily serve individuals (both high-net-worth and other), corporations, and businesses. They do not have a wrap fee program. They have approximately 11,583 clients with $1,361,849,417 in regulatory assets under management.
Royal Fund Management, LLC

1515 BUENOS AIRES BLVD

LADY LAKE, FL 32159

$1.36B

Assets Under Management

6

Total Clients

78

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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sub-advisor to other advisers

Sub-advisor to other advisers

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Alan Olson’s Registration & Firm History

FL

10/07/2014 - Present

Royal Fund Management, LLC (LADY LAKE FL)

NA

04/10/1990 - 12/31/1990

AMEV INVESTORS, INC.

NA

07/29/1987 - 12/31/1988

ADVANTAGE CAPITAL CORPORATION

NA

06/22/1987 - 07/31/1987

CARILLON INVESTMENTS, INC.

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Licenses & Designations

IA

Issued 01/22/2008

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 05/04/1987

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 06/18/1987

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Alan Wayne Olson.
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