Jerry Ludwig, financial advisor Bryan TX

Jerry Ludwig

CRD Number: 1255480
Current Firm: Regal Advisory Services, Inc.

Jerry Ludwig (CRD# 1255480) is an Investment Advisor Representative working at Regal Advisory Services, Inc. in Bryan, TX and has over 39 years of experience in the finance industry.

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Company Name Location Dates Years
Regal Securities Glenview, IL Jul 2012 - Current 11
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination May 1984
S65 NASAA Investment Advisors Law Examination Jul 2002
Contact Info for Jerry W. Ludwig
Phone Number: 877-488-6537
Registered State(s):
  • TX
By the Numbers
  • Total Assets Under Management
    92
    MILLIONS
  • Total Number of Accounts
    265
    ACCOUNTS
  • Average Account Value
    $348,822
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States

AL, AR, AZ, CA, FL, IL, LA, MA, ME, MI, NC, NJ, NY, OH, OK, TN, TX, VT

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