linkedInfacebook
For AdvisorsLog InContact Us
Invested Better
Unclaimed

Unclaimed

Unclaimed

Richard Lynn Nester

Royal Fund Management, LLC

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

About Richard Lynn Nester

Richard Nester is an investment advisor representative at Royal Fund Management, LLC. Richard is a licensed advisor in Ohio, Indiana, and Texas and has been in the industry since 1986. Richard has experience in providing investment advice to both individuals and businesses. Richard holds a Series 6 license and a Series 63 license.

Firm Information

Richard Nester 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.

Richard Nester’s Registration & Firm History

OH

04/10/2019 - Present

Royal Fund Management, LLC (New Franklin OH)

OH

08/27/2014 - 03/01/2016

PLANMEMBER SECURITIES CORPORATION (AKRON OH)

OH

04/03/1998 - 12/31/2008

EQUITAS AMERICA, LLC (GREEN OH)

CA

06/01/1996 - 03/31/1998

WALNUT STREET SECURITIES, INC. (EL SEGUNDO CA)

SD

07/11/1994 - 06/01/1996

NORTH AMERICAN MANAGEMENT, INC. (SIOUX FALLS SD)

NA

02/29/1988 - 07/15/1994

MAIN STREET MANAGEMENT COMPANY

MA

02/28/1988 - 07/15/1994

MAIN STREET MANAGEMENT COMPANY (BOSTON MA)

NA

04/01/1987 - 03/18/1988

MARINER FINANCIAL SERVICES, INC.

NA

03/11/1987 - 04/13/1987

WALNUT STREET SECURITIES, INC.

Not sure if Richard Lynn Nester is right for you?

Licenses & Designations

BC

Issued 03/12/1998

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 03/01/2016

SIE - Securities Industry Essentials Examination

BC

Issued 08/27/2014

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Richard Lynn Nester.
Not sure if Richard Lynn Nester is right for you?