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Millard N
Series 63, Series 65
LaVale, MD
Royal Fund Management, LLC
Millard Norris is a financial advisor at Royal Fund Management, LLC with 21 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Royal Fund Management since 2014, Nexus Financial Group since 2019, and previously operated Norris Financial Solutions. In addition to advisory work, he sells insurance products including annuities and health and Medicare supplements. Royal Fund Management serves individual investors, corporations, and retirement plans with portfolio management, financial planning, and pension consulting. The firm manages portfolios under written Investment Policy Statements and employs a range of strategies from conservative allocations to options writing, alongside offering both held-away advice and discretionary account management.
Barth F
Series 65
LaVale, MD
Royal Fund Management, LLC
Barth Frankenberry Jr. is a financial advisor at Royal Fund Management, LLC with three years of industry experience. He holds a Series 65 credential and has operated the Frankenberry Insurance Group, a life and health insurance agency, since 2014. Royal Fund Management serves individual investors, corporations, and retirement plans by providing portfolio management, financial planning, and pension consulting. The firm constructs tailored investment portfolios using various analytical methods and manages assets across a range of strategies, serving approximately 83 advisors with about $1.55 billion in assets under management.
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