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Michael Kenneth Budnick

Royal Fund Management, LLC

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About Michael Kenneth Budnick

Michael Budnick is an investment advisor representative with Royal Fund Management, LLC. Michael is registered with the state of California, Tennessee and Texas. Michael has over 30 years of experience in the financial services industry. He has worked with several firms including Equity Leadership Securities Group, Inc., Huckin Financial Group, Inc., Benefitcorp Equities, Inc. and Copeland Equities, Inc.. Michael has a Series 6, Series 63, Series 26, and Series 65. Michael offers financial planning services to individuals, businesses, and other investment advisers. Michael also provides college planning services through his business, Budnick Financial Inc. (DBA: College Tuition Advisors.).

Firm Information

Michael Budnick 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 Budnick’s Registration & Firm History

CA

03/11/2016 - Present

Royal Fund Management, LLC (BURBANK CA)

CA

09/12/2005 - 12/31/2006

EQUITY LEADERSHIP SECURITIES GROUP, INC. (GLENDALE CA)

TX

06/04/2003 - 08/11/2004

HUCKIN FINANCIAL GROUP, INC. (HOUSTON TX)

CO

06/19/2000 - 05/24/2002

BENEFITSCORP EQUITIES, INC. (GREENWOOD VILLAGE CO)

NJ

05/07/1993 - 12/31/1998

COPELAND EQUITIES, INC. (SOMERSET NJ)

IN

01/21/1993 - 05/04/1993

LINCOLN FINANCIAL ADVISORS CORPORATION (FORT WAYNE IN)

IN

01/21/1993 - 05/04/1993

THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (FORT WAYNE IN)

CA

05/23/1990 - 11/04/1992

NAP FINANCIAL CORPORATION (IRVINE CA)

IL

07/11/1989 - 02/21/1990

AHT FINANCIAL GROUP, LTD. (BARRINGTON IL)

NA

08/24/1987 - 03/22/1989

BENEFITSCORP EQUITIES, INC.

CO

07/24/1986 - 03/22/1989

BENEFITSCORP EQUITIES, INC. (GREENWOOD VILLAGE CO)

NA

01/02/1987 - 01/31/1989

C. L. MCKINNEY & CO., INC.

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Licenses & Designations

IA

Issued 03/11/2016

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 09/17/1987

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/26/1994

Series 26 - Investment Company Products/Variable Contracts Principal Examination

BC

Issued 07/10/1986

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Michael Kenneth Budnick.
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