Regal Advisory Services, Inc.

Regal Advisory Services, Inc. (CRD# 123842) is a financial advisory firm headquartered in Glenview, IL. They manage $90,797,628 in 263 accounts and serve the financial needs of clients across 23 states (or territories).

By the Numbers
  • Total Assets Under Management
    91
    MILLION
  • Total Number of Accounts
    263
    ACCOUNTS
  • Average Account Value
    $345,238
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.

AL, 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 25 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 16 years of experience in the finance industry.

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

George Bokios (CRD# 718774) is an Investment Advisor Representative working at Regal Advisory Services, Inc. in Fort Myers, FL and has over 36 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 29 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
Barbara G. Deboer
CRD#: 2397240
189 South Orange Avenue, Suite 1230s, Orlando, FL 32801

Barbara Deboer (CRD# 2397240) is an Investment Advisor Representative working at Regal Advisory Services, Inc. in Orlando, FL and has over 28 years of experience in the finance industry.

6
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 38 years of experience in the finance industry.

7
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 25 years of experience in the finance industry.

8
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 23 years of experience in the finance industry.

9
Steven M. Grabarczyk
CRD#: 1827322
4300 Ford Street Extension, Suite 103, Fort Myers, FL 33916

Steven Grabarczyk (CRD# 1827322) is an Investment Advisor Representative working at Regal Advisory Services, Inc. in Fort Myers, FL and has over 34 years of experience in the finance industry.

10
Robert P. Green
CRD#: 4049190
950 North Milwaukee Avenue, Suite 101, Glenview, IL 60025

Robert Green (CRD# 4049190) is an Investment Advisor Representative working at Regal Advisory Services, Inc. in Glenview, IL and has over 22 years of experience in the finance industry.

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