Vicki Lynn Monaco

Current Employers

Royal Fund Management, Llc

1515 Buenos Aires Blvd, Lady Lake, FL 32159 • United States

Current Registrations

Authority	Category	Status	Date
IA	RA	APPROVED	2013-05-21

IA RA
APPROVED

Since 2013-05-21

Branch Locations

1515 Buenos Aires Blvd, Lady Lake, FL 32159 • United States

Des Moines, IA • United States

7900 Hickman Road Suite 200A, Windsor Heights, IA 50324 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

Regulatory action No
Criminal No
Bankruptcy No
Civil judicial No
Bond No
Judgment / lien No
Investigation No
Customer complaint No
Termination No

Employment History

Organization	City	State	From	To
Life & Legacy, Llc.	Panora	IA	06/2006	Present
Royal Fund Management, Llc Dba Life & Legacy Advisors, Llc	Panora	IA	05/2013	Present

06/2006 → Present

Life & Legacy, Llc.

Panora, IA
05/2013 → Present

Royal Fund Management, Llc Dba Life & Legacy Advisors, Llc

Panora, IA

Previous Registrations

2011-03-22 → 2013-12-31

American Elite Retirement

Panora, IA

Other Businesses

06/2006 Life & Legacy, LLC ; Insurance Agency ; Investment Related ; Executive Director/Insurance Agent ; 150 hours/month ; 12 ( all year) months during trading hours; Sale of Life, LTC, and Fixed Annuities.

Exams

Code	Exam	Date
S65	Uniform Investment Adviser Law Examination	2011-02-26

S65 Uniform Investment Adviser Law Examination

2011-02-26

View on SEC IAPD

Current Employers

Royal Fund Management, Llc

Disclosures

Employment History

Previous Registrations

Other Businesses

Exams

Other Firms

Other Investors

Other Offices

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