Owen Thomas Edwards

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:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 06/2004 → Present
  Edwards Investments, Llc
  Peckville, PA
• 10/2015 → Present
  Royal Fund Management, Llc
  The Villages, FL

Previous Registrations

• 2007-04-24 → 2011-06-02
  Brookstone Capital Management Llc
  Blakely, PA
  Wheaton, IL

Other Businesses

Edwards Investments, LLC has been an insurance / annuity business since June of 2004 to the present. The office address is; 1418 Main St, Suite 105; Peckville PA 18452. Position as Financial Advisor has been full time, taking approximately 120 - 200 hours per month. This includes days, during securities trading hours, as well as evenings and weekends when the U.S. securities markets are closed. Duties are to serve existing insurance / annuity clients as well as sit with prospective clients and make recommendations based on their insurance / annuity needs.

Exams

• S63 Uniform Securities Agent State Law Examination
  1996-10-03
• S65 Uniform Investment Adviser Law Examination
  1996-10-03