Shelli
Richardson
Royal Fund Management, LLC
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About this Advisor
Shelli Richardson is a financial advisor based in Lynchburg, Virginia, working with Royal Fund Management, LLC. Shelli has previously worked at Royal Fund Management, LLC, Prudential Insurance Company Of America, Pruco Securities, LLC, Impact Partnership Wealth, LLC, S. Richardson Insurance Agency Dba Richardson Retir. Solutions, and Megastar Advisors. Shelli has passed the Series 65 and Series 63 regulatory exams and is registered to provide services in Virginia. Currently, Shelli is part of Royal Fund Management, LLC, which operates out of Lynchburg, Virginia. The firm has 90 offices and 93 employees. The firm manages assets totaling $1.3 billion and serves both charitable organizations and high-net-worth clients. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, selection of other advisers, and other services. The fee structure at Royal Fund Management, LLC includes asset-based, hourly, and fixed fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Royal Fund Management, LLC Brokerage Details
$1,307,115,289
93
10,143
$128,869
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers
- Other
Shelli Richardson Work History
Royal Fund Management, LLC
Impact Partnership Wealth, LLC
S. Richardson Insurance Agency Dba Richardson Retir. Solutions
Prudential Insurance Company Of America
Pruco Securities, LLC
Royal Fund Management, LLC
Megastar Advisors
Disclosures
Please visit the SEC profile of Shelli Richardson to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Royal Fund Management, LLC
Lady Lake, FL
Roseville, CA
Lady Lake, FL
Orlando, FL
Hoffman Estates, IL
Cumberland, MD
Burbank, CA
Lone Tree, CO
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