Dharam Paul Kalra

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

• 07/2002 → Present
  Signature America Financial & Insurance Services Inc.
  Laguna Hill, CA
• 06/2015 → Present
  Royal Fund Management, Llc Dba Signature America Wealth Mgmt
  The Villages, FL
• 03/2019 → Present
  Tax Centers 360
  Laguna Hill, CA

Previous Registrations

• 2002-09-23 → 2007-10-31
  Qa3 Financial Llc
  Riverside, CA

Other Businesses

1) SIGNATURE AMERICA FINANCIAL & INSURANCE SOLUTIONS, INC.; INVT REL; 24031 EL TORO ROAD, SUITE 320, LAGUNA HILL CA 92653; INSURANCE; PRESIDENT; START 07/2002; 150 HRS/MO; 150 HRS/MO DURING TRADING; PROMOTE/MARKET LIFE, HEALTH, & FIXED ANNUITIES. 2) WEBSITE OWNER, EMAIL ADDRESS FACTORY/BOLLYWOOD SHAADIS.COM/RED HOT WEB GEMS; NONINVT REL; WEBSITE OWNER; START 01/2015; 10 HRS/MO; DESIGN & MARKETING. 4) EXECUTIVE GUILD OF EL TORO; CONDO OWNERS ASSOCIATION; NON INVT REL; BOARD MEMBER; 9060 IRVINE CEBTER DR IRVINE CA; START 01/2013 - 1/2019 & 02/2020 - Present ; 1 HR/MO; MEET ONCE WK TO DISCUSS MAINTENANCE & UPKEEP ISSUES 5) HINDU TEMPLE SOCIETY OF INLAND EMPIRE; NON-INVT REL; BOARD MEMBER; START 1993; 1 HR/MO; DISCUSS ISSUES SUCH A MAINTENANCE, PROGRAMS, GROWTH, ETC. 6)TAX CENTERS 360; NON-INVT REL; 24031 EL TORO ROAD, SUITE 320, LAGUNA HILL CA 92653; TAX PREPARATION; OWNER; START 03/2019; 20% OF TIME DURING TAX SEASON; COLLECT TAX DOCUMENTS FROM CLIENTS, SEND TO ACCOUNTANT, REVIEW RETURNS WITH CLIENTS AND DISCUSS TAX SAVING OPPORTUNITIES. 7) ASSET POSITIONING SERVICES, LLC DBA FAMILYESTATEDOCS.COM.; NON INVT REL; 4812 ASHEVILLE HWY, KNOXVILLE, TN 37914;7) ASSET POSITIONING SERVICES, LLC DBA FAMILYESTATEDOCS.COM.; NON INVT REL; 4812 ASHEVILLE HWY, KNOXVILLE, TN 37914; https://www.familyestatedocs.com/contact.php; Estate Plan Coordinator START 04/2024; 8 HRS/MO; 4 HRS/MO DURING TRADING; MARKET LIVING TRUSTS

Exams

• S63 Uniform Securities Agent State Law Examination
  2011-09-08
• S66 Uniform Combined State Law Examination
  2000-04-26

Designations

• Certified Financial Planner
• Chartered Financial Consultant

Other Names

• Paul Kalra
• Dharam Pal Kalra