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Lincoln Earl Mcrae

Royal Fund Management, LLC

Lady Lake, FL

Jacksonville, FL

CRD 5963675

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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:

Current Employers
Royal Fund Management, Llc

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

Current Registrations

AuthorityCategoryStatusDate
FL RA APPROVED 2025-01-01
TX RA APPROVED_RES 2019-04-10
  • FL RA
    APPROVED
    Since 2025-01-01
  • TX RA
    APPROVED_RES
    Since 2019-04-10

Branch Locations

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

7400 Baymeadows Way Suite 106, Jacksonville, FL 32256 • 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
OrganizationCityStateFromTo
Lincoln Earl Mcrae, Iv Dba Mcrae Financial Bangor ME 06/2013 Present
Royal Fund Management, Llc Dba Mcrae Investment Advisory The Villages FL 01/2015 Present
  • 06/2013 → Present
    Lincoln Earl Mcrae, Iv Dba Mcrae Financial
    Bangor, ME
  • 01/2015 → Present
    Royal Fund Management, Llc Dba Mcrae Investment Advisory
    The Villages, FL
Previous Registrations
Other Businesses

1)LINCOLN EARL MCRAE, IV DBA MCRAE FINANCIAL; INDEPENDENT INSURANCE AGENT;YES;11439 Nathaniel Gorham Way Jacksonville, FL 32221;FIXED INSURANCE SALES;INDEPENDENT INSURANCE AGENT;09/20/2011;160;160;SALES OF FIXED INSURANCE 2) LINCOLN EARL MCRAE, IV; 11439 Nathaniel Gorham Way Jacksonville, FL 32221; PROVIDE TRANSPORTATION AND/OR RIDESHARE SERVICE THROUGH UBER, LYFT AND DOORDASH; 06/2017; OWNER OPERATOR; APPROXIMATELY 12% PER MONTH DURING NON TRADING HOURS; NON INVESTMENT RELATED. 3) LINCOLN EARL MCRAE, IV; 11439 Nathaniel Gorham Way Jacksonville, FL 32221; SPORTS OFFICIAL; OFFICIATE ALL LEVELS FROM PRO TO YOUTH IN FOOTBALL, FLAG FOOTBALL, BASKETBALL AND BASEBALL; 07/2017; OWNER; APPROXIMATELY 12% PER MONTH DURING NON TRADING HOURS; NON INVESTMENT RELATED.

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2013-05-16
S63 Uniform Securities Agent State Law Examination 2012-01-03
  • S65 Uniform Investment Adviser Law Examination
    2013-05-16
  • S63 Uniform Securities Agent State Law Examination
    2012-01-03

View on SEC IAPD

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