linkedInfacebook
For AdvisorsLog InContact Us
Invested Better
Unclaimed

Unclaimed

Unclaimed

Mark Royal Sorensen

Royal Fund Management, LLC

Use our Financial Advisor Match Tool to find your ideal match.
UnclaimedThis information is unverified and unclaimed information. Are you Mark? Claim Your Profile

About Mark Royal Sorensen

Mark Royal Sorensen is a Registered Investment Advisor with Royal Fund Management, LLC. Mark has been working in the financial services industry for over 30 years and has experience in a variety of areas, including financial planning, portfolio management, and selection of other advisors. Mark's experience includes previous employment with Berthel, Fisher & Company Financial Services, Inc., ING Financial Partners, Inc., Nations Financial Group, Inc., Medallion Equities, Inc., A. G. Edwards & Sons, Inc., Smith Barney, Harris Upham & Co., Incorporated, Marion Bass Securities Corporation, Henderson, Few & Co., and Buchanan & Co., Inc.. Mark is also a registered investment advisor in Florida, Tennessee, and Wisconsin.

Firm Information

Mark Sorensen 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.

check

financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

check

selection of other advisors

Helps you choose top advisors aligned with your financial goals.

check

portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

check

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.

check

fixed fees

Set rates for specific services, regardless of time or assets managed.

check

percentage of assets

A percentage of the total value of assets under management is charged.

Find Your Ideal Financial Advisor

1

Finding a financial advisor doesn’t have to be complicated. InvestedBetter’s free tool connects you with advisors who serve your area and fit your financial needs in just 5 minutes.

2

Your matches with an Advisor based on their qualifications and skills to help you achieve your financial goals. Get on the path to financial success today.

Mark Sorensen’s Registration & Firm History

FL

05/06/2024 - Present

Royal Fund Management, LLC (LADY LAKE FL)

FL

10/25/2005 - 06/22/2007

BERTHEL, FISHER & COMPANY FINANCIAL SERVICES, INC. (LADY LAKE FL)

CT

05/05/2004 - 10/26/2005

ING FINANCIAL PARTNERS, INC. (WINDSOR CT)

IA

01/06/2003 - 04/07/2003

NATIONS FINANCIAL GROUP, INC. (CEDAR RAPIDS IA)

GA

11/06/2002 - 01/02/2003

MEDALLION EQUITIES, INC. (MARIETTA GA)

MO

05/30/1990 - 05/31/1996

A. G. EDWARDS & SONS, INC. (ST. LOUIS MO)

NY

11/07/1985 - 06/12/1990

SMITH BARNEY, HARRIS UPHAM & CO., INCORPORATED (NEW YORK NY)

NA

02/13/1984 - 11/13/1985

MARION BASS SECURITIES CORPORATION

NA

12/07/1982 - 02/03/1984

HENDERSON, FEW & CO.

NA

03/12/1982 - 12/20/1982

BUCHANAN & CO., INC.

Not sure if Mark Royal Sorensen is right for you?

Licenses & Designations

IA

Issued 07/11/2007

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 03/12/1982

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 07/20/1984

Series 24 - General Securities Principal Examination

BC

Issued 01/04/1989

Series 3 - National Commodity Futures Examination

BC

Issued 04/14/1984

Series 7 - General Securities Representative Examination

BC

Issued 05/04/1982

Series 6 - Investment Company Products/Variable Contracts Representative Examination

BC

Issued 03/02/1982

Series 52 - Municipal Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There is public disclosure for Mark Royal Sorensen. Review regulatory record here.
Not sure if Mark Royal Sorensen is right for you?