Regal Investment Advisors LLC

Regal Investment Advisors LLC (CRD# 125004) is a financial advisory firm headquartered in Kentwood, MI. They manage $1,464,605,448 in 9,223 accounts and serve the financial needs of clients across 49 states (or territories).

By the Numbers
  • Total Assets Under Management
    1,465
    MILLION
  • Total Number of Accounts
    9,223
    ACCOUNTS
  • Average Account Value
    $158,799
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for investment companies (as well as "business development companies")
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • 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.

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV, WY

Financial Advisors at Regal Investment Advisors LLC
Showing 1 - 10 of 112 top financial advisors.
1
Paul M. Bailley
CRD#: 4469159
218 Adley Way, Greenville, SC 29607

Paul Bailley (CRD# 4469159) is an Investment Advisor Representative working at Regal Investment Advisors LLC in Greenville, SC and has over 19 years of experience in the finance industry.

2
Bari W. Bell
CRD#: 1331450
12935 S. Westbayshore Dr. Ste. 250, Traverse City, MI 49684

Bari Bell (CRD# 1331450) is an Investment Advisor Representative working at Regal Investment Advisors LLC in Traverse City, MI and has over 36 years of experience in the finance industry.

3
Sanjay Bhargava
CRD#: 4495397
5005 Rockside Rd, Suite 915, Independence, OH 44131

Sanjay Bhargava (CRD# 4495397) is an Investment Advisor Representative working at Regal Investment Advisors LLC in Independence, OH and has over 16 years of experience in the finance industry.

4
Tiffany L. Boval
CRD#: 6548129
5005 Rockside Rd, Ste 915, Independence, OH 44131

Tiffany Boval (CRD# 6548129) is an Investment Advisor Representative working at Regal Investment Advisors LLC in Independence, OH and has over 5 years of experience in the finance industry.

5
Chad A. Brown
CRD#: 3119205
2687 44th Street Se, Kentwood, MI 49512

Chad Brown (CRD# 3119205) is an Investment Advisor Representative working at Regal Investment Advisors LLC in Kentwood, MI and has over 13 years of experience in the finance industry.

6
Leeann Brown
CRD#: 5475973
2687 44th Street Se, Kentwood, MI 49512

Leeann Brown (CRD# 5475973) is an Investment Advisor Representative working at Regal Investment Advisors LLC in Kentwood, MI and has 1 year of experience in the finance industry. Leeann Brown 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.

7
Scott W. Burch
CRD#: 2092044
2500 E Foothill Blv, Suite 115, Pasadena, CA 91107

Scott Burch (CRD# 2092044) is an Investment Advisor Representative working at Regal Investment Advisors LLC in Pasadena, CA and has over 30 years of experience in the finance industry.

8
Anthony J. Burek
CRD#: 5857474
72 W Front St, Monroe, MI 48161

Anthony Burek (CRD# 5857474) is an Investment Advisor Representative working at Regal Investment Advisors LLC in Monroe, MI and has over 10 years of experience in the finance industry.

9
Adam Burton
CRD#: 6510991
2687 44th Street Se, Kentwood, MI 49512

Adam Burton (CRD# 6510991) is an Investment Advisor Representative working at Regal Investment Advisors LLC in Kentwood, MI and has over 5 years of experience in the finance industry.

10
Anthony Burton
CRD#: 6803730
17135 Ronald Rd, Praireville, LA 70769

Anthony Burton (CRD# 6803730) is an Investment Advisor Representative working at Regal Investment Advisors LLC in Praireville, LA and has over 3 years of experience in the finance industry.

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