Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Craig? Claim Your ProfileCraig Peter Sullivan is an investment advisor representative registered with Royal Fund Management, LLC. Craig has been in the industry since August 2004. Craig is registered in the state of Florida and has passed the Uniform Investment Adviser Law Examination (Series 65). Royal Fund Management, LLC is a registered investment advisor firm based in Lady Lake, Florida. The firm provides financial planning and portfolio management services to individuals, businesses, and high-net-worth individuals. Craig specializes in portfolio management for individuals, selection of other advisors, and sub-advisory to other advisors.
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.
Comprehensive financial plans to help you achieve your personal and business goals.
Helps you choose top advisors aligned with your financial goals.
Personalized portfolio management to meet individual financial objectives.
Sub-advisor to other advisers
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.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
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FL
06/29/2022 - Present
Royal Fund Management, LLC (LADY LAKE FL)
IA
Issued 06/13/2022
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
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