Barry Magaoay (CRD# 2375068) is an Investment Advisor Representative working at Regal Investment Advisors LLC in Spanish Fork, UT and has over 30 years of experience in the finance industry.
CRD# 840425
Equitable Advisors, LLC
CRD# 6890976
Acentus Group LLC
CRD# 4388180
Primerica Advisors
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Regulus Financial Group | Kentwood, MI | Feb 2021 - Current | 3 |
| Regal Investment Advisors | Kentwood, MI | Feb 2021 - Current | 3 |
| Lee Financial Recordkeeping, Inc. | Honolulu, HI | Mar 1994 - Jan 2021 | 26 |
| Lee Financial Group Hawaii, Inc. | Honolulu, HI | Jun 1993 - Jan 2021 | 27 |
| Lee Financial Securities, Inc. | Honolulu, HI | Jun 1993 - Jan 2021 | 27 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Jan 1994 |
| S65 | NASAA Investment Advisors Law Examination | Sep 2013 |
- TX
- UT
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Total Assets Under Management2,550MILLIONS
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Total Number of Accounts12,870ACCOUNTS
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Average Account Value$198,173
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Other
- 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
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, 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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