Craig Richard Cassidy

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

• 11/1996 → Present
  Financial Vision & Investment Services
  Victorville, CA
• 05/2013 → Present
  Royal Fund Management Llc
  Victorville, CA
• 09/2021 → Present
  Aegis Wealth Management, Inc.
  Guthrie Center, IA

Previous Registrations

• 2021-09-10 → 2021-10-04
  Aegis Wealth Management, Inc.
  Palm Desert, CA
  Guthrie Center, IA
• 2013-02-22 → 2013-09-12
  American Elite Retirement
  Victorville, CA
• 2011-06-09 → 2012-06-05
  Global Financial Private Capital, Inc.
  Palm Desert, CA
  Sarasota, FL
• 2009-05-19 → 2010-09-28
  American Investment Services
  Indio, CA
• 2009-01-12 → 2009-07-22
  Envision Investment Advisors, Llc
  Victorville, CA
  Omaha, NE
• 2008-03-03 → 2008-12-31
  Envision Investment Advisors, Llc
  Victorville, CA
  Omaha, NE

Other Businesses

FINANCIAL VISION & FINANCIAL SERVICES VICTORVILLE, CALIFORNIA OWNER/BROKER/INSURANCE AGENT INSURANCE SALES (LIFE, HEALTH, AND FIXED ANNUITIES) COMMISSION BASED 80 HRS PER MONTH

Exams

• S65 Uniform Investment Adviser Law Examination
  2008-02-29
• S63 Uniform Securities Agent State Law Examination
  1999-04-30