Charles Triana
Investment adviser representative at Royal Fund Management, LLC
9 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
9 years in the industry.
- Royal Fund Management, LLCJan 2024 to now
- Ameriprise Financial Service, LLCJul 2024 to Sep 2024
- American Senior BenefitsOct 2022 to Jul 2024
- Bankers Life Securities, IncOct 2021 to Oct 2022
- Bankers Life Advisory Services, IncNov 2020 to Oct 2022
- Bankers LifeJun 2015 to Oct 2022
Exams passed
- Series 65 · Uniform Investment Adviser Law2021
- Series 63 · Uniform Securities Agent State Law2021
State registrations
Registered as an investment adviser representative in 1 state (CA).
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
- 7314386
- Firm CRD
- 144434