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Kevin John Schneider

Royal Fund Management, LLC

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About Kevin John Schneider

Kevin Schneider is an investment advisor representative with Royal Fund Management, LLC. Kevin has been in the financial industry for over 25 years. Kevin holds licenses in Florida and is a licensed insurance agent. Kevin has experience working with individuals, corporations, and high-net-worth individuals. In addition to financial planning, Kevin also provides portfolio management for individuals and acts as a sub-advisor to other advisors. Previously, Kevin was registered with World Group Securities, Inc. and WMA Securities, Inc.

Firm Information

Kevin Schneider 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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Kevin Schneider’s Registration & Firm History

FL

12/05/2018 - Present

Royal Fund Management, LLC (LADY LAKE FL)

GA

04/12/2002 - 05/14/2004

WORLD GROUP SECURITIES, INC. (DULUTH GA)

GA

08/02/1995 - 04/12/2002

WMA SECURITIES, INC. (DULUTH GA)

GA

12/06/1994 - 07/11/1995

PFS INVESTMENTS INC. (DULUTH GA)

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Licenses & Designations

IA

Issued 03/05/2018

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 11/04/1994

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 01/22/1998

Series 26 - Investment Company Products/Variable Contracts Principal Examination

BC

Issued 12/05/1994

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Kevin John Schneider.
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