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Charles Triana

Royal Fund Management, LLC

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About Charles Triana

Charles Triana is a financial professional with experience in the industry. Charles has a Series 65 license and is registered with Royal Fund Management, LLC. Charles has experience providing financial advice to high-net-worth individuals, corporations and individuals. Charles has also worked for Bankers Life Advisory Services, Inc and Bankers Life Securities, Inc. Charles has experience with investment companies, pooled investment vehicles, pension plans, and other types of investment accounts.

Firm Information

Charles Triana 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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Charles Triana’s Registration & Firm History

CA

01/22/2025 - Present

Royal Fund Management, LLC (Roseville CA)

CA

10/19/2021 - 08/24/2022

BANKERS LIFE SECURITIES, INC. (Roseville CA)

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Licenses & Designations

BC

Issued 10/25/2021

Series 63 - Uniform Securities Agent State Law Examination

IA

Issued 08/24/2021

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 08/16/2024

Series 6TO - Investment Company Products/Variable Contracts Representative Examination

BC

Issued 10/11/2021

SIE - Securities Industry Essentials Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Charles Triana.
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