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Liliana Delara

Royal Fund Management, LLC

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About Liliana Delara

Liliana Delara is an investment advisor representative with Royal Fund Management, LLC, based in Orlando, Florida. Liliana has been in the industry since 2000 and has worked with multiple firms. Liliana specializes in portfolio management for individuals and provides financial planning. Liliana also works as an independent insurance agent and assists individuals with retirement planning.

Firm Information

Liliana Delara 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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Liliana Delara’s Registration & Firm History

FL

02/24/2014 - Present

Royal Fund Management, LLC (Orlando FL)

FL

01/13/2006 - 08/02/2013

METLIFE SECURITIES INC. (TITUSVILLE FL)

NY

01/13/2006 - 07/09/2007

METROPOLITAN LIFE INSURANCE COMPANY (NEW YORK NY)

DC

04/11/2001 - 07/20/2005

ICMA-RC SERVICES, LLC (WASHINGTON DC)

NY

03/10/2000 - 03/16/2001

DEAN WITTER REYNOLDS INC. (PURCHASE NY)

GA

11/10/1993 - 09/20/1996

PFS INVESTMENTS INC. (DULUTH GA)

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Licenses & Designations

BOTH

Issued 12/30/2006

Series 66 - Uniform Combined State Law Examination

BC

Issued 06/08/1995

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 04/20/2000

Series 31 - Futures Managed Funds Examination

BC

Issued 03/09/2000

Series 7 - General Securities Representative Examination

BC

Issued 11/09/1993

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Liliana Delara.
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