Shelli Jo Richardson

Employer firm

Royal Fund Management, LLC CRD 144434

$1.56B regulatory AUM 23 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Selection of other advisers
• SUB-ADVISOR TO OTHER ADVISERS

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 09/2015 → 09/2020
  Royal Fund Management, Llc
  The Villages, FL
• 09/2020 → 12/2022
  Prudential Insurance Company Of America
  Glen Allen, VA
• 09/2020 → 12/2022
  Pruco Securities, Llc.
  Glen Allen, VA
• 11/2024 → 05/2025
  Impact Partnership Wealth, Llc
  Marietta, GA
• 10/2014 → Present
  S. Richardson Insurance Agency Dba Richardson Retir. Solutions
  Lynchburg, VA
• 02/2014 → 07/2021
  Megastar Advisors
  Clearwater, FL
• 05/2025 → Present
  Royal Fund Management, Llc
  Lady Lake, FL

Previous Registrations

• 2024-11-26 → 2025-05-06
  Impact Partnership Wealth, Llc
  Lynchburg, VA
  Lynchburg, VA
• 2020-09-24 → 2023-01-02
  Pruco Securities, Llc.
  Lynchburg, VA
  North Bethesda, MD
  Glen Allen, VA
• 2015-09-18 → 2020-09-22
  Royal Fund Management, Llc
  Lakewood Ranch, FL
  Lynchburg, VA
  Lady Lake, FL
  Bradenton, FL

Other Businesses

10/2014 Shelli Richardson Insurance Agency, Inc. dba Richardson Retirement Solutions; S Corporation & Life Insurance Agency- CEO/Treasurer/President; Licensed Insurance Agent; 3311 Old Forest Rd, Suite 102, Lynchburg, VA 24501; Investment Related; Approximately 10 hours/week; Life & Fixed Annuity Insurance Products.

Exams

• S63 Uniform Securities Agent State Law Examination
  2020-09-30
• S65 Uniform Investment Adviser Law Examination
  2015-08-28

Other Names

• Shelli Jo Lantz
• Shelli Jo Gearheart