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Robert Joseph Davis

Royal Fund Management, LLC

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About Robert Joseph Davis

Robert Davis is a registered Investment Advisor Representative in the state of Florida. Robert has been in the industry since 2000 and has worked with multiple firms before joining Royal Fund Management, LLC in 2013. His expertise includes providing financial planning services and portfolio management for both businesses and individuals. Robert is also a sub-advisor to other advisors.

Firm Information

Robert Davis 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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Robert Davis’s Registration & Firm History

FL

07/26/2013 - Present

Royal Fund Management, LLC (APOLLO BEACH FL)

FL

06/23/2010 - 10/06/2010

NEW ENGLAND SECURITIES (TAMPA FL)

NY

09/09/2004 - 09/30/2005

NEW ENGLAND SECURITIES (NEW YORK NY)

WI

01/20/2004 - 09/08/2004

INVEST FINANCIAL CORPORATION (APPLETON WI)

AZ

10/01/2002 - 12/31/2003

AMERICAN GENERAL SECURITIES INCORPORATED (PHOENIX AZ)

TX

03/06/2002 - 10/01/2002

FRANKLIN FINANCIAL SERVICES CORPORATION (HOUSTON TX)

NY

04/01/1999 - 11/20/2001

NEW ENGLAND SECURITIES (NEW YORK NY)

CO

03/07/1998 - 03/03/1999

ONE ORCHARD EQUITIES, INC. (GREENWOOD VILLAGE CO)

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Licenses & Designations

IA

Issued 03/16/2004

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 03/15/2004

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 06/22/2010

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Robert Joseph Davis.
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