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Harry Earl Coussou

Royal Fund Management, LLC

Beaumont, TX

Lady Lake, FL

CRD 1406022

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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:

Current Employers
Royal Fund Management, Llc

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

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2021-06-10
  • TX RA
    APPROVED
    Since 2021-06-10

Branch Locations

8141 Gladys Ave Suite 101, Beaumont, TX 77706 • United States

1515 Buenos Aires Blvd, Lady Lake, FL 32159 • 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
Horter Investment Management, Llc Beaumont TX 02/2012 06/2017
Safe Harbor Estate & Retirement Planners, Llc Beaumont TX 08/2015 06/2017
Ae Wealth Management, Llc Topeka KS 06/2017 06/2021
Royal Fund Management, Llc Beaumont TX 06/2021 Present
Previous Registrations
Other Businesses

1) 09/1982 Independent Licensed insurance Agent; Investment Related; Beaumont, TX; 160 hours per month; 160 hours per month during securities trading hours; Annuities and Life Insurance. 2) 8/2015 Safe Harbor Estate & Retirement Planners, LLC; Investment Related; Owner; Beaumont TX; 0 Hours Spent; Collects Fees

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 1999-12-29
S63 Uniform Securities Agent State Law Examination 1985-11-19
  • S65 Uniform Investment Adviser Law Examination
    1999-12-29
  • S63 Uniform Securities Agent State Law Examination
    1985-11-19
Other Names
  • Bubba Coussou
  • Bubba Coussou

View on SEC IAPD

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