Gary KleinCRD Number: 1021753
Current Firm: Regal Wealth Group Inc.
Gary Klein (CRD# 1021753) is an Investment Advisor Representative working at Regal Wealth Group Inc. in Seal Beach, CA and has over 22 years of experience in the finance industry.
Dorman Skorheim Wealth Management LLC
Jst Investment Consulting
Fried Asset Management, Inc.
|Regal Wealth Group Inc.||Seal Beach, CA||Nov 2005 - Current||12|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Dec 1995|
Total Assets Under Management141MILLIONS
Total Number of Accounts270ACCOUNTS
Average Account Value$520,556
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
AZ, CA, NV, TX