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Millard Scott Norris

Royal Fund Management, LLC

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About Millard Scott Norris

Millard Scott Norris is a financial advisor with Royal Fund Management, LLC. He provides financial planning and portfolio management for individuals and acts as a sub-advisor to other advisors. Millard Scott Norris has been in the industry since 2001 and is registered with the Securities and Exchange Commission (SEC) and the state of Kansas and Maryland.

Firm Information

Millard Norris 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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Millard Norris’s Registration & Firm History

FL

06/02/2017 - Present

Royal Fund Management, LLC (LADY LAKE FL)

KS

02/10/2011 - 08/17/2012

FIRST ASSET FINANCIAL INC. (SALINA KS)

KS

06/05/2009 - 12/31/2010

BROKER DEALER FINANCIAL SERVICES CORP. (LEAWOOD KS)

KS

06/07/2002 - 06/10/2009

EQUITY SERVICES, INC. (OVERLAND PARK KS)

IA

04/20/2001 - 06/05/2002

PRINCOR FINANCIAL SERVICES CORPORATION (DES MOINES IA)

NJ

11/26/1999 - 04/13/2001

PRUCO SECURITIES CORPORATION (NEWARK NJ)

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Licenses & Designations

IA

Issued 06/27/2003

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 12/07/1999

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 11/24/1999

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Millard Scott Norris.
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