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Charles Triana

Royal Fund Management, LLC

Roseville, CA

Lady Lake, FL

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Current Employers
Royal Fund Management, Llc

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

Current Registrations

AuthorityCategoryStatusDate
CA RA APPROVED 2025-01-22
  • CA RA
    APPROVED
    Since 2025-01-22

Branch Locations

Roseville, CA • United States

1515 Buenos Aires Blvd, Lady Lake, FL 32159 • 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
Bankers Life Roseville CA 06/2015 10/2022
Bankers Life Advisory Services, Inc Roseville CA 11/2020 10/2022
Bankers Life Securities, Inc Roseville CA 10/2021 10/2022
Ameriprise Financial Service, Llc Roseville CA 07/2024 09/2024
American Senior Benefits Woodridge IL 10/2022 07/2024
Royal Fund Management, Llc Lady Lake FL 09/2024 12/2024
Royal Fund Management, Llc Lady Lake FL 01/2024 Present
Previous Registrations
Other Businesses

6/2016 Independent Licensed insurance Agent; Investment Related; 2999 Douglas Blvd Roseville, CA 95661; 10 Hours/week & during trading hours; Life and Annuities

Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 2021-10-25
S65 Uniform Investment Adviser Law Examination 2021-08-24
  • S63 Uniform Securities Agent State Law Examination
    2021-10-25
  • S65 Uniform Investment Adviser Law Examination
    2021-08-24
Other Names
  • Charles Roland Triana
  • Charles Roland Triana

View on SEC IAPD

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