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Who We Are


Stephen Drake CAS, CFS
 
As President and founder of Royale Investment Advisor LLC, I thank you for visiting our website. Royale is an independent Registered Investment Advisor offering comprehensive financial planning and investment management services. Royale provides personalized solutions for individuals, families, small business owners, and corporations and receives no commissions or other compensation from the sale of any investment products.
 
The event that sparked my desire to enter the financial services industry may be all too familiar to many of you. While seeking answers to difficult financial questions, I ran across an advisor that flatly refused to answer my questions. This advisor stated that if he provided answers to my questions, I would know as much as he did and his services would no longer be required.  
 
Needless to say, I was astounded by what I heard and was inspired to enter the financial services industry. From that day on, I vowed to assist those who were seeking solutions to their financial needs. For serveral years, I worked for a major broker/dealer as a Registered Representative where I held the Series 6, 7, and 63 licenses.
 
In 2006, I added the Series 65 license and founded Royale Investment Advisor LLC with a mission of answering all questions and assisting clients in formulating strategic plans tailored to their specific needs.  
 
Education includes East Coast Aero Tech, Embry-Riddle Aeronautical University, and the Institute of Business and Finance. Focus areas of study include Certified Fund Specialist, Certified Annuity Specialist, Life Agent and Variable Contracts insurance.
 
Another area of interest that I am passionate about is flying airplanes as I am also an Airline Transport Pilot with ratings in the Learjet, Falcon 10, Falcon 20, Douglas DC-8, Boeing 757, and Boeing 767.
 
Again, thank you for visiting our site and please contact us anytime to discuss how we may help you formulate, create, and implement a financial plan that meets your needs.
 
Sincerely,
 
Steve Drake, President & Founder
Royale Investment Advisor LLC
 
 
 
 


 


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