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Keith Bradley Hawk

Royal Fund Management, LLC

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About Keith Bradley Hawk

Keith Bradley Hawk is a financial advisor registered in Pennsylvania. Keith has been in the financial services industry since 1998. Keith has a strong background in financial planning and portfolio management. Keith is currently employed by Royal Fund Management, LLC, and has been with the company since 2013. Keith has previously worked for Investors Security Company, Inc., MML Investors Services, Inc., American Express Financial Advisors Inc. and IDS Life Insurance Company. Keith specializes in providing financial advice to individuals and corporations.

Firm Information

Keith Hawk 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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Keith Hawk’s Registration & Firm History

FL

05/20/2013 - Present

Royal Fund Management, LLC (LADY LAKE FL)

VA

01/17/2003 - 04/01/2005

INVESTORS SECURITY COMPANY, INC. (SUFFOLK VA)

MA

05/19/1999 - 12/31/2000

MML INVESTORS SERVICES, INC. (SPRINGFIELD MA)

MN

07/16/1998 - 10/09/1998

AMERICAN EXPRESS FINANCIAL ADVISORS INC. (MINNEAPOLIS MN)

MN

07/16/1998 - 10/09/1998

IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)

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Licenses & Designations

IA

Issued 12/18/2009

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 07/30/1998

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 07/15/1998

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are 3 public disclosures for Keith Bradley Hawk. Review regulatory record here.
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