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Michael John Conway

Royal Fund Management, LLC

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About Michael John Conway

Michael Conway has been an investment advisor since 1989. Michael Conway's professional experience includes working for American General Securities Incorporated, H.D. Vest Investment Securities, Inc. and United Services Planning Association, Inc.. Michael Conway is currently registered with Royal Fund Management, LLC in Florida. Michael Conway is a licensed insurance agent and sells life and annuities. The advisor's areas of specialization include investment advisory services, portfolio management for individuals, portfolio management for businesses, and selection of other advisors.

Firm Information

Michael Conway 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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Michael Conway’s Registration & Firm History

FL

06/03/2013 - Present

Royal Fund Management, LLC (LADY LAKE FL)

AZ

04/23/2001 - 12/31/2002

AMERICAN GENERAL SECURITIES INCORPORATED (PHOENIX AZ)

TX

02/07/1996 - 04/16/2001

H.D. VEST INVESTMENT SECURITIES, INC. (DALLAS TX)

TX

05/19/1989 - 02/21/1996

UNITED SERVICES PLANNING ASSOCIATION, INC. (FORT WORTH TX)

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Licenses & Designations

IA

Issued 04/02/2012

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 12/17/1993

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 12/12/1996

Series 26 - Investment Company Products/Variable Contracts Principal Examination

BC

Issued 05/18/1989

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Michael John Conway.
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