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Advisors / Florida / Lady Lake
33yrs

John Link

Financial advisor at Royal Fund Management

Based in Lady Lake, Florida, John Link is a fiduciary financial advisor with 33 years of industry experience. John has been with Royal Fund Management since 2014. John holds the ChFC designation.

One of 64 advisors with offices in Lady Lake, and one of 58 fiduciaries.

Lady Lake, FL 32159ChFCTop 10% by experience nationwideFiduciary advisor
Call the officeDirections

At a glance

Experience33 years (since 1993)
How that compares ?Top 10% by experience nationwide
Office1515 Buenos Aires Blvd, Lady Lake, FL 32159
How the firm is paid ?Percent of assets, Hourly, Flat fee
Typical client at the firm ?$310,894
Advisors at the firm83
States licensed ?1 state

Services through Royal Fund Management

Financial planningInvestment management for individuals and small businessesChoosing other investment managersOther services

Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.

Designations

ChFC

Licenses

Exams passed, from the official record. Tap a license to see what it allows.

Series 63Uniform Securities Agent State Law Examination
Series 65Uniform Investment Adviser Law Examination

Career

  1. 2014 – now

Questions to ask John

Tailored to John’s registration and firm.

  1. What's your succession plan, and who would work with me if you retire?
  2. What does a financial plan with you include, and how often is it updated?
  3. If you use outside managers, how are they chosen and what do they cost on top of your fee?
  4. Where would my money be held, and will I get statements directly from that firm?
  5. What would I pay in total each year, in dollars, including fund and trading costs?

My notes and scorecard

Sign in to keep private notes, score your first meeting, and track this advisor alongside others.

About John

How do I contact John?

Call Royal Fund Management at 352-750-1637 and ask for John Link. John works from the Lady Lake, FL office.

How long has John been a financial advisor?

John has been in the industry since 1993, about 33 years. Top 10% by experience nationwide.

What licenses does John hold?

Series 63, Series 65. Tap any license on this page to see what it allows.

Is John a fiduciary?

John is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.

How is John paid?

Royal Fund Management reports being paid by a percentage of the assets they manage, hourly fees, flat or fixed fees. Ask John for your total yearly cost in dollars.

Official record as of October 3, 2026.

This profile is for information only and is not financial advice or a recommendation.

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