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John Wirth Lawrence

Royal Fund Management, LLC

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About John Wirth Lawrence

John Wirth Lawrence has been in the financial services industry since 1999. John is a Registered Investment Advisor with Royal Fund Management, LLC. John holds the Series 7, 63, 65 and 24 securities licenses. In addition to his roles at Royal Fund Management, LLC, John is also the President/Owner/Founder of Camino Consulting, LLC. John's specializations include financial planning, investment management for individuals, and providing investment advice to other advisors.

Firm Information

John Lawrence 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 Lawrence’s Registration & Firm History

FL

08/31/2020 - Present

Royal Fund Management, LLC (LADY LAKE FL)

KS

04/15/2003 - 11/09/2018

PROEQUITIES, INC. (OVERLAND PARK KS)

CA

02/26/2003 - 03/10/2003

INTERLINK SECURITIES CORP. (WOODLAND HILLS CA)

CA

07/19/2000 - 02/14/2003

INTERLINK SECURITIES CORP. (WOODLAND HILLS CA)

IA

09/02/1999 - 08/02/2000

PRINCOR FINANCIAL SERVICES CORPORATION (DES MOINES IA)

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Licenses & Designations

IA

Issued 01/06/2020

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 10/01/1999

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 09/08/2003

Series 24 - General Securities Principal Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 09/01/1999

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There is public disclosure for John Wirth Lawrence. Review regulatory record here.
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