David A. Latch

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

• 04/2013 → Present
  Royal Fund Management, Llc Dba Frederick Financial Group
  Frederick, MD
• 11/2010 → Present
  Liberty Insurance, Llc
  Frederick, MD
• 10/2015 → 12/2019
  Frederick Tax Pros
  Frederick, MD

Previous Registrations

• 2010-12-22 → 2013-10-23
  American Elite Retirement
  Frederick, MD

Other Businesses

11/2010- LIBERTY INSURANCE, LLC -INVESTMENT RELATED - 2226 WEST GREENLEAF DRIVE, FREDERICK MD 21702 - INDEPENDENT INSURANCE AGENCY - PRESIDENT/INSURANCE AGENT, APPROXIMATE NUMBER OF HOURS/MONTH; 25, NUMBER OF HOURS DEVOTED TO OTHER BUSINESS DURING SECURITY TRADING HOURS; 60, REVIEW ANALYZE AND ASSESS CLIENT NEEDS FOR LIFE, DISABILITY ANNUITY AND LONG-TERM CARE INSURANCE. SHOP THOSE NEEDS AMONG VARIOUS INSURANCE CARRIERS THROUGHOUT THE COUNTRY.

Exams

• S65 Uniform Investment Adviser Law Examination
  2010-10-27

Designations

• Certified Financial Planner