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Chuanqi Wang

Royal Fund Management, LLC

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About Chuanqi Wang

Chuanqi Wang is a registered Investment Advisor Representative in Illinois. Chuanqi has been in the industry for over 14 years. Chuanqi is currently employed by Royal Fund Management, LLC, which has offices in Rockford, IL and Lady Lake, FL. Previously, Chuanqi worked at Country Capital Management Company, NYLIFE Securities LLC and The O.N. Equity Sales Company. Chuanqi has passed the Series 63, Series 65, SIE, and Series 6 exams and has expertise in specializing in various investment products and services.

Firm Information

Chuanqi Wang 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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Chuanqi Wang’s Registration & Firm History

IL

08/12/2016 - Present

Royal Fund Management, LLC (Rockford IL)

IL

10/28/2014 - 04/03/2015

COUNTRY CAPITAL MANAGEMENT COMPANY (ROCKFORD IL)

IL

04/04/2006 - 07/23/2010

NYLIFE SECURITIES LLC (CHAMPAIGN IL)

IL

05/24/2002 - 03/20/2006

THE O.N. EQUITY SALES COMPANY (CHAMPAIGN IL)

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Licenses & Designations

BC

Issued 10/28/2014

Series 63 - Uniform Securities Agent State Law Examination

IA

Issued 09/23/2014

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 04/03/2015

SIE - Securities Industry Essentials Examination

BC

Issued 10/27/2014

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There is public disclosure for Chuanqi Wang. Review regulatory record here.
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