Best Investors Account Sign in
Claim This Profile
Current Employers
Royal Fund Management, Llc

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

Current Registrations

AuthorityCategoryStatusDate
FL RA APPROVED 2018-12-05
  • FL RA
    APPROVED
    Since 2018-12-05

Branch Locations

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

Lake Worth, FL • 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
Freedom Equity Group Delray Beach FL 12/2008 04/2018
Govgistics Boca Raton FL 06/2016 07/2018
First Advisors National, Llc Delray Beach FL 05/2018 11/2018
Royal Fund Management, Llc The Villages FL 11/2018 Present
Kevin Schneider Miami FL 12/2008 Present
United Financial Freedom Draper UT 04/2019 Present
  • 12/2008 → 04/2018
    Freedom Equity Group
    Delray Beach, FL
  • 06/2016 → 07/2018
    Govgistics
    Boca Raton, FL
  • 05/2018 → 11/2018
    Delray Beach, FL
  • 11/2018 → Present
    The Villages, FL
  • 12/2008 → Present
    Kevin Schneider
    Miami, FL
  • 04/2019 → Present
    United Financial Freedom
    Draper, UT
Previous Registrations
Other Businesses

1) 12/2008 Independent Licensed Insurance Agent; Florida; Investment Related/Insurance,: Life Insurance and Annuity Sales, Licensed Insurance Agent, 40 hrs; appointed with Insurance companies through an IMO (Insurance Marketing Organization) 2) 4/2019; United Financial Freedom; Director/Sales; Computer Software Developments/Debt reduction software; Software Subscription; 120 E. 13065 S, Draper, UT 84020; non-investment related 3) 9/2022; Jorns and Associates, LLC; Solicitor; CPA Firm; 30 N. Gould St. Suite 23809, Sheridan, WY 82801; Non investment related; 5% of professional time; refer business owners to CPA firm 4) 10/2024 Bettr LLC; Referring Agent (solicitor); Referring Agency; 925 N Point Pkwy Suite 120 Alpharetta, GA 30005; Non Investment Related; 5 % of professional time; Refer individuals and companies for Debt consolidation/Credit Repair/Student Loan Forgiveness/ Tax Planning. 5) 1/2025 Estate Guru; Advisor/Agent; Estate Planning Software; 410 S University Ave, Provo, UT 84601; Investment Related; approximately 5% of professional time spent 6) 2/2025 JKZ Financial LLC; 1099 Entity for Income Only; 5708 Muirfield Village Circle Lake Worth,FL 33463; Non Investment Related; LLC to collect advisory fees

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2018-03-05
S63 Uniform Securities Agent State Law Examination 1994-11-04
  • S65 Uniform Investment Adviser Law Examination
    2018-03-05
  • S63 Uniform Securities Agent State Law Examination
    1994-11-04

View on SEC IAPD

Other Firms

Other Investors

Other Offices

More in Lady Lake, FL

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor