Shelli Jo Richardson
Investment adviser representative at Royal Fund Management, LLC
12 yearsExperience
1 stateRegistered in
$1.6BFirm assets
13 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
12 years in the industry.
- Royal Fund Management, LLCMay 2025 to now
- S. Richardson Insurance Agency dba Richardson Retir. SolutionsOct 2014 to now
- Impact Partnership Wealth, LLCNov 2024 to May 2025
- Pruco Securities, LLC.Sep 2020 to Dec 2022
- Prudential Insurance Company of AmericaSep 2020 to Dec 2022
- Royal Fund Management, LLCSep 2015 to Sep 2020
- Megastar AdvisorsFeb 2014 to Jul 2021
Exams passed
- Series 65 · Uniform Investment Adviser Law2015
- Series 63 · Uniform Securities Agent State Law2020
State registrations
Registered as an investment adviser representative in 1 state (VA).
Royal Fund Management, LLC
$1.6BAssets managed
4,966Clients
83Advisers
13 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 4379588
- Firm CRD
- 144434