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Richard Gordon Easterbrook

Royal Fund Management, LLC

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About Richard Gordon Easterbrook

Richard Easterbrook is a financial advisor registered with Royal Fund Management, LLC and has been working in the industry since 1988. Richard Easterbrook is a Certified Financial Planner and has a Series 6, 7, 24 and 63 licenses. Richard Easterbrook's previous experience includes working with Employee Benefits Investment Group, Inc., Industry Savings Plans, Inc., American Classic Securities, Inc., Aura Financial Services, Inc., and First American National Securities, Inc. Richard Easterbrook is a registered Investment Advisor in Florida.

Firm Information

Richard Easterbrook 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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Richard Easterbrook’s Registration & Firm History

FL

04/26/2013 - Present

Royal Fund Management, LLC (LADY LAKE FL)

LA

06/25/2007 - 06/29/2010

EMPLOYEE BENEFITS INVESTMENT GROUP, INC. (MANDEVILLE LA)

CO

07/22/1999 - 06/20/2007

INDUSTRY SAVINGS PLANS, INC. (GREENWOOD VILLAGE CO)

FL

08/18/1998 - 07/20/1999

AMERICAN CLASSIC SECURITIES, INC. (PONTE VEDRA FL)

AL

07/30/1997 - 08/24/1998

AURA FINANCIAL SERVICES, INC. (BIRMINGHAM AL)

NA

06/17/1988 - 02/01/1989

FIRST AMERICAN NATIONAL SECURITIES, INC.

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Licenses & Designations

BC

Issued 08/05/1997

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 08/05/1997

Series 24 - General Securities Principal Examination

BC

Issued 07/29/1997

Series 7 - General Securities Representative Examination

BC

Issued 06/16/1988

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Richard Gordon Easterbrook.
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