Regal Advisory Services, Inc.

Regal Advisory Services, Inc. (CRD# 123842) is a financial advisory firm headquartered in Glenview, IL. They manage $169,985,477 in 564 accounts and serve the financial needs of clients across 21 states (or territories).

By the Numbers
  • Total Assets Under Management
    170
    MILLION
  • Total Number of Accounts
    564
    ACCOUNTS
  • Average Account Value
    $301,393
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, MI, MN, MS, NJ, NM, NV, NY, OH, OK, TN, TX, VT, WI

Financial Advisors at Regal Advisory Services, Inc.
Showing 1 - 10 of 34 top financial advisors.
1
Christopher A. Fisher
CRD#: 2536338
580 N. Western Ave, Lake Forest, IL 60045
96
Wealthminder
score

Christopher Fisher (CRD# 2536338) is an Investment Advisor Representative working at Regal Advisory Services, Inc. in Lake Forest, IL and has over 22 years of experience in the finance industry.

2
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 15 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.

3
Jill A. Kaz
CRD#: 5770185
580 N. Western Ave, Lake Forest, IL 60045
96
Wealthminder
score

Jill Kaz (CRD# 5770185) is an Investment Advisor Representative working at Regal Advisory Services, Inc. in Lake Forest, IL and has over 6 years of experience in the finance industry. Jill Kaz 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.

4
Brent A. Reed
CRD#: 4689839
6360 Fm 902, Lake Kiowa, TX 76240
96
Wealthminder
score

Brent Reed (CRD# 4689839) is an Investment Advisor Representative working at Regal Advisory Services, Inc. in Lake Kiowa, TX and has over 13 years of experience in the finance industry. Brent Reed 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
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 10 years of experience in the finance industry.

6
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 30 years of experience in the finance industry.

7
Marilyn P. Carter
CRD#: 1539587
6530 W Campus Oval, Suite 260, New Albany, OH 43054
93
Wealthminder
score

Marilyn Carter (CRD# 1539587) is an Investment Advisor Representative working at Regal Advisory Services, Inc. in New Albany, OH and has over 25 years of experience in the finance industry.

8
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 16 years of experience in the finance industry.

9
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 23 years of experience in the finance industry.

10
Mark Fichera
CRD#: 1026072
950 North Milwaukee Avenue, Suite 101, Glenview, IL 60025
93
Wealthminder
score

Mark Fichera (CRD# 1026072) is an Investment Advisor Representative working at Regal Advisory Services, Inc. in Glenview, IL and has over 34 years of experience in the finance industry.

1 2 3 4 ... Next
Ready to hire a financial advisor? Get competitive proposals from multiple advisors.