Regal Advisory Services, Inc.

Regal Advisory Services, Inc. (CRD# 123842) is a financial advisory firm headquartered in Glenview, IL. They manage $111,896,261 in 283 accounts and serve the financial needs of clients across 18 states (or territories).

By the Numbers
  • Total Assets Under Management
    112
    MILLION
  • Total Number of Accounts
    283
    ACCOUNTS
  • Average Account Value
    $395,393
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • 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, NJ, NY, OH, OK, TN, TX, VT, WI

Financial Advisors at Regal Advisory Services, Inc.
Showing 1 - 10 of 36 top financial advisors.
1
Veronica L. Gude
CRD#: 4318692
4300 Ford Street Extension, Suite 103, Fort Myers, FL 33916
96
Wealthminder
score

Veronica Gude (CRD# 4318692) is an Investment Advisor Representative working at Regal Advisory Services, Inc. in Fort Myers, FL and has over 17 years of experience in the finance industry. Veronica Gude 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.

2
Sean T. Keating
CRD#: 4309000
800 The Plaza, Suite 6/7, Sea Girt, NJ 08750
96
Wealthminder
score

Sean Keating (CRD# 4309000) is an Investment Advisor Representative working at Regal Advisory Services, Inc. in Sea Girt, NJ and has over 15 years of experience in the finance industry. Sean Keating 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.

3
Skaiste Aksomitaite
CRD#: 4852873
950 North Milwaukee Avenue, Suite 101, Glenview, IL 60025
93
Wealthminder
score

Skaiste Aksomitaite (CRD# 4852873) is an Investment Advisor Representative working at Regal Advisory Services, Inc. in Glenview, IL and has over 12 years of experience in the finance industry.

4
George Bokios
CRD#: 718774
1400 Colonial Blvd., Suite 4, Fort Myers, FL 33907
93
Wealthminder
score

George Bokios (CRD# 718774) is an Investment Advisor Representative working at Regal Advisory Services, Inc. in Fort Myers, FL and has over 32 years of experience in the finance industry.

5
Marilyn P. Carter-Hogan
CRD#: 1539587
6530 W Campus Oval, Suite 260, New Albany, OH 43054
93
Wealthminder
score

Marilyn Carter-Hogan (CRD# 1539587) is an Investment Advisor Representative working at Regal Advisory Services, Inc. in New Albany, OH and has over 26 years of experience in the finance industry.

6
Bradley S. Daniels
CRD#: 1708454
800 The Plaza, Suite 6/7, Sea Girt, NJ 08750
93
Wealthminder
score

Bradley Daniels (CRD# 1708454) is an Investment Advisor Representative working at Regal Advisory Services, Inc. in Sea Girt, NJ and has over 25 years of experience in the finance industry.

7
Michael A. Darvish
CRD#: 3243141
11 Broadway, Ste 560, New York, NY 10004
93
Wealthminder
score

Michael Darvish (CRD# 3243141) is an Investment Advisor Representative working at Regal Advisory Services, Inc. in New York, NY and has over 18 years of experience in the finance industry.

8
Barbara G. Deboer
CRD#: 2397240
4300 Ford Street Extension, Suite 103, Fort Myers, FL 33916
93
Wealthminder
score

Barbara Deboer (CRD# 2397240) is an Investment Advisor Representative working at Regal Advisory Services, Inc. in Fort Myers, FL and has over 24 years of experience in the finance industry.

9
Arthur D. Frasca
CRD#: 1161047
31550 Northwestern Highway, Ste 101, Farmington Hills, MI 48334
93
Wealthminder
score

Arthur Frasca (CRD# 1161047) is an Investment Advisor Representative working at Regal Advisory Services, Inc. in Farmington Hills, MI and has over 34 years of experience in the finance industry.

10
Ross Furman
CRD#: 2842300
11 Broadway, Suite 560, New York, NY 10004
93
Wealthminder
score

Ross Furman (CRD# 2842300) is an Investment Advisor Representative working at Regal Advisory Services, Inc. in New York, NY and has over 21 years of experience in the finance industry.

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