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John William Stephens

Royal Fund Management, LLC

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About John William Stephens

John William Stephens is an investment advisor representative with Royal Fund Management, LLC. John is a licensed advisor in Texas. John has been in the financial industry for over 20 years, beginning their career in 2001 with 1st Global Capital Corp. John is also a certified public accountant and manages his own firm, John W. Stephens, CPA, PLLC. John provides investment advice to individuals, corporations and other businesses. John's experience and expertise in the financial industry makes John well-equipped to provide comprehensive financial advice to a diverse clientele.

Firm Information

John Stephens 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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John Stephens’s Registration & Firm History

TX

05/10/2013 - Present

Royal Fund Management, LLC (ALLEN TX)

FL

06/16/2003 - 03/04/2004

RAYMOND JAMES FINANCIAL SERVICES, INC. (ST. PETERSBURG FL)

TX

02/20/2001 - 06/30/2003

1ST GLOBAL CAPITAL CORP. (DALLAS TX)

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Licenses & Designations

IA

Issued 12/12/2011

Series 65 - Uniform Investment Adviser Law Examination

BOTH

Issued 02/15/2001

Series 66 - Uniform Combined State Law Examination

BC

Issued 02/16/2001

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for John William Stephens.
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