Regal Advisory Services, Inc.

Regal Advisory Services, Inc. (CRD# 123842) is a financial advisory firm headquartered in Glenview, IL. They manage $107,209,846 in 366 accounts and serve the financial needs of clients across 22 states (or territories).

By the Numbers
  • Total Assets Under Management
    107
    MILLION
  • Total Number of Accounts
    366
    ACCOUNTS
  • Average Account Value
    $292,923
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
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

AR, AZ, CA, CO, FL, IL, LA, MA, ME, MI, MO, NC, NH, NJ, NY, OH, OK, PA, TN, TX, VT, WI

Financial Advisors at Regal Advisory Services, Inc.
Showing 1 - 10 of 32 top financial advisors.
1
Skaiste Aksomitaite
CRD#: 4852873
950 North Milwaukee Avenue, Suite 101, Glenview, IL 60025

Skaiste Aksomitaite (CRD# 4852873) is an Investment Advisor Representative working at Regal Advisory Services, Inc. in Glenview, IL and has over 14 years of experience in the finance industry.

2
George Bokios
CRD#: 718774
1400 Colonial Blvd., Suite 4, Ft. Myers, FL 33907

George Bokios (CRD# 718774) is an Investment Advisor Representative working at Regal Advisory Services, Inc. in Ft. Myers, FL and has over 34 years of experience in the finance industry.

3
Scott K. Branson
CRD#: 2251962
Knoxville, TN

Scott Branson (CRD# 2251962) is an Investment Advisor Representative working at Regal Advisory Services, Inc. in Knoxville, TN and has over 28 years of experience in the finance industry.

4
Cory S. Craddock
CRD#: 5280717
950 North Milwaukee Avenue, Suite 101, Glenview, IL 60025

Cory Craddock (CRD# 5280717) is an Investment Advisor Representative working at Regal Advisory Services, Inc. in Glenview, IL and has 1 year of experience in the finance industry. Cory Craddock has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

5
Leslie K. Curran
CRD#: 6321240
800 The Plaza, Unit 6/7, Sea Girt, NJ 08750

Leslie Curran (CRD# 6321240) is an Investment Advisor Representative working at Regal Advisory Services, Inc. in Sea Girt, NJ and has over 6 years of experience in the finance industry.

6
Bradley S. Daniels
CRD#: 1708454
800 The Plaza, Suite 6/7, Sea Girt, NJ 08750

Bradley Daniels (CRD# 1708454) is an Investment Advisor Representative working at Regal Advisory Services, Inc. in Sea Girt, NJ and has over 28 years of experience in the finance industry.

7
Barbara G. Deboer
CRD#: 2397240
4300 Ford Street Extension, Suite 103, Fort Myers, FL 33916

Barbara Deboer (CRD# 2397240) is an Investment Advisor Representative working at Regal Advisory Services, Inc. in Fort Myers, FL and has over 27 years of experience in the finance industry.

8
Arthur D. Frasca
CRD#: 1161047
31550 Northwestern Highway, Ste 101, Farmington Hills, MI 48334

Arthur Frasca (CRD# 1161047) is an Investment Advisor Representative working at Regal Advisory Services, Inc. in Farmington Hills, MI and has over 36 years of experience in the finance industry.

9
Ross Furman
CRD#: 2842300
Hallandale, FL

Ross Furman (CRD# 2842300) is an Investment Advisor Representative working at Regal Advisory Services, Inc. in Hallandale, FL and has over 23 years of experience in the finance industry.

10
David G. Garcia
CRD#: 3197680
950 North Milwaukee Avenue, Suite 101, Glenview, IL 60025

David Garcia (CRD# 3197680) is an Investment Advisor Representative working at Regal Advisory Services, Inc. in Glenview, IL and has over 21 years of experience in the finance industry.

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