Best Investors
Account
Sign in
Best Investors
Account
Sign in
Royal American Financial Advisors, LLC CRD 111192
$98.9M regulatory AUM
Reported services (Item 5G)
From the firm’s Form ADV. Read the guides:
27192 Newport Rd. Suite 3, Menifee, CA 92584 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2020-03-31 |
| CA | RA | APPROVED | 2005-02-09 |
Branch Locations
27192 Newport Rd. Suite 3, Menifee, CA 92584 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Royal American Financial Advisors, Llc | Menifee | CA | 01/2005 | Present |
| Royal American Insurance Services, Llc | Menifee | CA | 04/2004 | Present |
ROYAL AMERICAN FINANCIAL SERVICES - RIA ROYAL AMERICAN INSURANCE - INSURANCE SALES I AM A REGISTERED INVESTMENT ADVISOR AND WORK WITH CLIENTS ON THAT BASIS. IN ADDITION, I ALSO SELL INSURANCE TO MY CLIENTS FOR RISK PROTECTION AND INVESTMENT. I SPEND THE MAJORITY OF MY TIME IN THESE AREAS AND I AM LOOKING TO EXPAND THE SERVICES I CAN PROVIDE TO MY CLIENTS WITH THIS LICENSING.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2007-07-02 |
| S65 | Uniform Investment Adviser Law Examination | 2005-01-18 |
Reach out to this advisor