Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Daniel? Claim Your ProfileDaniel Johnson is a registered Investment Advisor representative with Royal Fund Management, LLC. Daniel has been in the industry since 2006 and specializes in providing financial planning and portfolio management services. Royal Fund Management, LLC is a registered investment advisor with offices in St. Petersburg, Florida and Lady Lake, Florida. They provide a variety of advisory services, including portfolio management for individuals, financial planning, and selection of other advisers. They primarily serve high-net-worth individuals, corporations or other businesses, and individuals other than high-net-worth clients.
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
05/31/2013 - Present
Royal Fund Management, LLC (ST. PETERSBURG FL)
IA
Issued 11/03/2011
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
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