Jamie Lamson
Investment adviser representative at Royal Fund Management, LLC
10 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
10 years in the industry.
- Royal Fund Management, LLCJun 2026 to now
- HannafordFeb 2026 to now
- Northpoint Financial LLCJun 2024 to now
- Paradise Shop n SaveMar 2026 to Aug 2026
- University of MaineAug 2019 to May 2026
- YmcaMar 2019 to Jul 2019
- Southington High School StudentJun 2016 to Mar 2019
Exams passed
- Series 65 · Uniform Investment Adviser Law2026
State registrations
Registered as an investment adviser representative in 1 state (ME).
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
- 8302117
- Firm CRD
- 144434