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Robert D
Series 63, Series 65
Apollo Beach, FL
Royal Fund Management, LLC
Robert Davis Jr. is a financial advisor at Royal Fund Management, LLC with 18 years of industry experience. He holds Series 63 and Series 65 designations and has worked at Royal Fund Management since 2013. He also has experience as an independent insurance agent selling life, accident, and health insurance since 2000. Royal Fund Management serves individuals, corporations, pension and profit-sharing plans, and charitable organizations by providing portfolio management, financial planning, and pension consulting. The firm employs fundamental, technical, and cyclical analysis to implement investment strategies tailored to clients' risk tolerances and offers specialized services including options writing and access to select non-traded REITs.
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