Tiffany Boval, financial advisor Independence OH

Tiffany Boval

CRD Number: 6548129
Current Firm: Regal Investment Advisors LLC

Tiffany Boval (CRD# 6548129) is an Investment Advisor Representative working at Regal Investment Advisors LLC in Independence, OH and has over 7 years of experience in the finance industry.

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Company Name Location Dates Years
Regulus Advisors, LLC Kentwood, MI May 2020 - Current 3
Regal Investment Advisors, LLC Kentwood, MI May 2020 - Current 3
Securities America, Inc. Independence, OH Oct 2018 - May 2020 1
Arbor Point Advisors Independence, OH Oct 2018 - May 2020 1
Key Investment Services, LLC Cleveland, OH Sep 2017 - Oct 2018 1
Key Investment Services, LLC Cleveland, OH Sep 2016 - Sep 2017 1
Keybank Independence, OH Sep 2016 - Sep 2017 1
Key Investment Services LLC Cleveland, OH Aug 2015 - Sep 2016 1
Keybank Independence, OH Jul 2015 - Sep 2016 1
Citizens Bank Parma, OH Jul 2004 - Jun 2015 10
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Dec 2015
S66 NASAA Uniform Combined State Law Examination Sep 2017
Contact Info for Tiffany L. Boval
Phone Number: 616-224-2204
Registered State(s):
  • OH
By the Numbers
  • Total Assets Under Management
    2,043
    MILLIONS
  • Total Number of Accounts
    11,768
    ACCOUNTS
  • Average Account Value
    $173,585
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV, WY

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