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James Laurence Clifford

Royal Fund Management, LLC

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About James Laurence Clifford

James Laurence Clifford is a registered investment advisor representative with Royal Fund Management, LLC in Lady Lake, Florida. James is also the owner of Lifestyle Retirement Solutions LLC. James has over 25 years of experience in the financial services industry. James is a Series 7, 6, 63, and 65 licensed investment advisor representative. James specializes in providing financial planning and investment management services to individuals, corporations, and high-net-worth clients.

Firm Information

James Clifford 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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James Clifford’s Registration & Firm History

ME

06/04/2013 - Present

Royal Fund Management, LLC (BREWER ME)

ME

12/24/2009 - 12/31/2010

RESOURCE HORIZONS GROUP LLC (BREWER ME)

ME

12/04/1997 - 12/23/2009

INVESTORS CAPITAL CORP. (BREWER ME)

FL

05/02/1996 - 12/04/1997

INTERSECURITIES, INC. (ST. PETERSBURG FL)

CA

11/12/1992 - 05/02/1996

ARAGON FINANCIAL SERVICES, INC. (IRVINE CA)

FL

05/03/1991 - 11/09/1992

C U FINANCIAL SERVICES (PALM HARBOR FL)

GA

12/17/1985 - 02/21/1991

FIRST AMERICAN NATIONAL SECURITIES, INC. (DULUTH GA)

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Licenses & Designations

IA

Issued 08/12/1999

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 12/17/1985

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 12/03/1996

Series 7 - General Securities Representative Examination

BC

Issued 12/16/1985

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There is public disclosure for James Laurence Clifford. Review regulatory record here.
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