Oliver Regan Advisors, LLC

Oliver Regan Advisors, LLC (CRD# 282887) is a financial advisory firm headquartered in , . They manage $6,242,635 in 3 accounts and serve the financial needs of clients across 1 states (or territories).

Current Firm Details
By the Numbers
  • Total Assets Under Management
    6
    MILLION
  • Total Number of Accounts
    3
    ACCOUNTS
  • Average Account Value
    $2,080,878
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
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

CA

Financial Advisors at Oliver Regan Advisors, LLC
Showing 1 - 1 of 1 top financial advisors.
1
Thomas N. Felgner
CRD#: 2652851
San Marino, CA

Thomas Felgner (CRD# 2652851) is an Investment Advisor Representative working at Oliver Regan Advisors, LLC in San Marino, CA and has over 12 years of experience in the finance industry.

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