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Mark R Triplett

Royal Fund Management, LLC

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About Mark R Triplett

Mark Triplett is an Investment Advisor Representative at Royal Fund Management, LLC. Mark is a registered investment advisor in both Iowa and Colorado. Mark also has experience working with First Midwest Securities, Inc., Dewaay Financial Network, LLC, and Sammons Securities Company, LLC. Mark has passed the Series 6, Series 63 and Series 65 exams. Mark provides financial planning and portfolio management services to both individuals and businesses.

Firm Information

Mark Triplett 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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Mark Triplett’s Registration & Firm History

FL

01/28/2016 - Present

Royal Fund Management, LLC (LADY LAKE FL)

IA

06/06/2008 - 12/18/2009

FIRST MIDWEST SECURITIES, INC. (WAUKEE IA)

IA

11/15/2007 - 04/07/2008

DEWAAY FINANCIAL NETWORK, LLC (WAUKEE IA)

IA

10/12/2004 - 06/25/2007

SAMMONS SECURITIES COMPANY, LLC (WEST DES MOINES IA)

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Licenses & Designations

IA

Issued 11/09/2015

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 03/03/2008

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/11/2004

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Mark R Triplett.
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