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Mark Royal Sorensen

ROYAL FUND MANAGEMENT, LLC·LADY LAKE, Florida
Series 3, Series 6, Series 7, Series 24, Series 52, Series 63, Series 6519 years registeredROYAL FUND MANAGEMENT, LLC
1515 BUENOS AIRES BLVD, LADY LAKE, FL 32159CRD# 1032948Firm CRD# 144434

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Mark Royal Sorensen · LADY LAKE, FL
Registration
CRD #1032948 · ROYAL FUND MANAGEMENT, LLC · 19 years registered
Brand Profile
Not yet started
01

Career History

ROYAL FUND MANAGEMENT, LLC
Aug 2007 – present
AMERICAN ELITE RETIREMENT
Sep 2010 – Jan 2014
THE VILLAGES, FL
02

Registrations & Exams

FINRA examinations passed
Series 3
Series 6
Series 7
Series 24
Series 52
Series 63
Series 65
Registration record
First registered · August 7, 2007
Years registered · 19
03

Disclosure History

1990Customer Dispute·Award / Judgment

1 disclosure event on file · Verify on FINRA BrokerCheck →

Source: SEC IAPD. Resolutions may have changed since.

04

Firm Overview

Firm
ROYAL FUND MANAGEMENT, LLC
CRD 144434 · SEC 801-77918
AUM
$1.4B
Regulatory assets under management
Employees
93
11,583 client accounts
Services offered by ROYAL FUND MANAGEMENT, LLC
Per Form ADV
Financial planning
Portfolio management (individuals)
Security ratings or pricing services
Other
Client types served by the firm
Per Form ADV
Individuals
High Net Worth Individuals
View all advisors at ROYAL FUND MANAGEMENT, LLC →
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05

Frequently Asked Questions

What services does Mark Royal Sorensen offer?
Mark Royal Sorensen specializes in Financial Planning, Investment Management. Contact their office in LADY LAKE, Florida for a consultation.
What are Mark Royal Sorensen's credentials?
Mark Royal Sorensen is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Mark Royal Sorensen located?
Mark Royal Sorensen is based in LADY LAKE, Florida, working with ROYAL FUND MANAGEMENT, LLC. Their office serves clients in the LADY LAKE metropolitan area and surrounding communities.
How does Mark Royal Sorensen charge for services?
Mark Royal Sorensen's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is ROYAL FUND MANAGEMENT, LLC?
ROYAL FUND MANAGEMENT, LLC has approximately 93 employees and manages $1.4B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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