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William Henry Medlin

Royal Fund Management, LLC

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About William Henry Medlin

William Medlin is a registered investment advisor representative with Royal Fund Management, LLC. William has been in the securities industry since 1999 and has a broad range of experience, including working with high-net-worth individuals, corporations, and other businesses. William is also a licensed independent insurance agent and has served as a board member for several organizations. William is committed to providing his clients with personalized financial advice and services.

Firm Information

William Medlin 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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William Medlin’s Registration & Firm History

VA

02/11/2021 - Present

Royal Fund Management, LLC (Mechanicsville VA)

VA

11/22/2011 - 12/08/2020

CAMBRIDGE INVESTMENT RESEARCH, INC. (HENRICO VA)

VA

11/03/2008 - 11/23/2011

SANDERS MORRIS HARRIS INC. (RICHMOND VA)

VA

12/05/2005 - 11/03/2008

QA3 FINANCIAL CORP. (RICHMOND VA)

CA

07/23/1999 - 11/29/2005

NATIONAL PLANNING CORPORATION (LOS ANGELES CA)

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Licenses & Designations

IA

Issued 03/23/2000

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 05/19/1999

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 05/01/2007

Series 7 - General Securities Representative Examination

BC

Issued 07/22/1999

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There is public disclosure for William Henry Medlin. Review regulatory record here.
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