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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you John? Claim Your ProfileJohn Lawrence Mills is an investment advisor representative with Royal Fund Management, LLC. John has been in the financial services industry since 1985. John specializes in providing financial planning and portfolio management for individuals. John is also a sub-advisor to other advisors. John is registered to provide investment advisory services in Georgia. John is also registered as a Registered Representative with the Securities and Exchange Commission. John is a Series 63, 65 and 66 licensed individual and has also passed the Series 7 exam. John's previous employment includes MML Investors Services, Inc., Sentry Equity Services, Inc., Walnut Street Securities, Inc., Investment Management & Research, Inc, North American Management, Inc., First American National Securities, Inc. and Angeles Securities Corporation. John is also the owner of Tax Centers of Georgia.
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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2
FL
02/05/2014 - Present
Royal Fund Management, LLC (LADY LAKE FL)
GA
05/21/2008 - 02/13/2009
MML INVESTORS SERVICES, INC. (ATLANTA GA)
WI
01/16/1997 - 04/30/1997
SENTRY EQUITY SERVICES, INC. (STEVENS POINT WI)
CA
07/07/1993 - 11/09/1996
WALNUT STREET SECURITIES, INC. (EL SEGUNDO CA)
FL
11/27/1990 - 07/19/1993
INVESTMENT MANAGEMENT & RESEARCH, INC (ST. PETERSBURG FL)
SD
11/01/1990 - 12/04/1990
NORTH AMERICAN MANAGEMENT, INC. (SIOUX FALLS SD)
GA
09/18/1989 - 11/06/1990
FIRST AMERICAN NATIONAL SECURITIES, INC. (DULUTH GA)
CA
01/23/1985 - 09/25/1989
ANGELES SECURITIES CORPORATION (LOS ANGELES CA)
IA
Issued 01/03/2014
Series 65 - Uniform Investment Adviser Law Examination
BOTH
Issued 07/19/2008
Series 66 - Uniform Combined State Law Examination
BC
Issued 02/25/1985
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 05/20/2008
Series 7 - General Securities Representative Examination
Active
Inactive
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