Brady Nelson (CRD# 6385399) is an Investment Advisor Representative working at Royal Fund Management, LLC in Lady Lake, FL and has over 9 years of experience in the finance industry.
CRD# 2227187
Merit Financial Advisors
CRD# 2882852
Pnc Investments
CRD# 5583168
Truist Advisory Services, Inc.
Company Name | Location | Dates | Years |
---|---|---|---|
Exp Realty, LLC | Palm Coast, FL | Feb 2020 - Current | 4 |
Holistic Financial | Palm Coast, FL | Oct 2016 - Current | 7 |
Royal Fund Management, LLC | The Villages, FL | Sep 2014 - Current | 9 |
Watson Realty Corp | Palm Coast, FL | Jan 2018 - Feb 2020 | 2 |
Berkshire Hathaway Homeservice | Palm Coast, FL | Apr 2017 - Jan 2018 | < 1 |
Senior Benefits Of Northeast Florida LLC | Palm Coast, FL | Nov 2008 - Oct 2016 | 7 |
Exam Code | Name | Passed Date |
---|---|---|
S65 | NASAA Investment Advisors Law Examination | Aug 2014 |
- FL
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Total Assets Under Management1,362MILLIONS
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Total Number of Accounts11,583ACCOUNTS
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Average Account Value$117,573
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
- Other
AL, AR, AZ, CA, CO, CT, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, NC, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, SC, SD, TN, TX, UT, VA, WA, WI, WV
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