Waverlyn Royals
Advisor at Primerica Advisors — Fayetteville, NC
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Credentials
Series 65, Series 63
Experience Industry experience
2 years
Location
Fayetteville, NC 28303
Primerica Advisors
Institution
Waverlyn Royals is a financial advisor at Primerica Advisors in Fayetteville, NC, holding Series 65 and Series 63 credentials with two years of industry experience. Prior to joining Primerica Advisors, Royals worked at ECU Health Medical Center for 23 years. Outside of advisory work, Royals serves as president of The Marwall Group, LLC, a non-investment-related business. Primerica Advisors sponsors a wrap-fee asset management program that serves individual, corporate, and charitable clients, offering model-based investment strategies managed by unaffiliated asset managers and supported by custodial services from Pershing.
Based on Primerica Advisors
$0 - $250,000: 1.74% (1.25% Advisory Fee + 0.49% Program Fee) $250,000.01 - $500,000: 1.71% (1.25% Advisory Fee + 0.46% Program Fee) $500,000.01 - $1,000,000: 1.52% (1.10% Advisory Fee + 0.42% Program Fee) $1,000,000.01 - $3,000,000: 1.38% (1.00% Advisory Fee + 0.38% Program Fee) $3,000,000.01 - $5,000,000: 1.15% (0.85% Advisory Fee + 0.30% Program Fee) $5,000,000.01 - $10,000,000: 1.00% (0.80% Advisory Fee + 0.20% Program Fee) $10,000,000.01+: 0.85% (0.75% Advisory Fee + 0.10% Program Fee)
Account minimum: $25,000
Fayetteville, NC
Eutaw Village Shopping Center, 2620 V Bragg Blvd
Fayetteville NC 28303
Advisors at this office
2
North Carolina
2 years of industry experience
Primerica Advisors
2024 - Present • 2 years
Fayetteville, NC
Primerica Financial Services
2022 - Present • 4 years
Fayetteville, NC
ECU Health Medical Center
2000 - 2023 • 23 years
Greenville, NC
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Is not active or affiliated with:
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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