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Sean Kimball Clark

Royal Fund Management, LLC

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About Sean Kimball Clark

Sean Kimball Clark is an investment advisor representative registered in North Carolina and Pennsylvania. Sean is a Registered Investment Advisor (RIA) affiliated with Royal Fund Management, LLC, and has been in the industry since 2003. Sean has served in various roles over the years, including CEO of York Independents, Inc., and professor at Southern New Hampshire University. Sean's specialties are in Portfolio Management for Individuals, Financial Planning, and the selection of other advisors.

Firm Information

Sean Clark 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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Sean Clark’s Registration & Firm History

NC

07/12/2024 - Present

Royal Fund Management, LLC (Wilmington NC)

PA

02/04/2011 - 05/03/2011

BROKERS INTERNATIONAL FINANCIAL SERVICES, LLC. (WRIGHTSVILLE PA)

PA

01/02/2003 - 02/03/2011

PFS INVESTMENTS INC. (YORK PA)

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Licenses & Designations

IA

Issued 01/27/2017

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 10/21/2002

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 08/12/2005

Series 26 - Investment Company Products/Variable Contracts Principal Examination

BC

Issued 12/19/2002

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Sean Kimball Clark.
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