Regal Investment Advisors LLC
Regal Investment Advisors LLC (CRD# 125004) is a financial advisory firm headquartered in Kentwood, MI. They manage $2,042,753,790 in 11,768 accounts and serve the financial needs of clients across 49 states (or territories).
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Total Assets Under Management2,043MILLION
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Total Number of Accounts11,768ACCOUNTS
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Average Account Value$173,585
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Other
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
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
Paul Bailley (CRD# 4469159) is an Investment Advisor Representative working at Regal Investment Advisors LLC in Greenville, SC and has over 21 years of experience in the finance industry.
Lucas Beggin (CRD# 6276634) is an Investment Advisor Representative working at Regal Investment Advisors LLC in Freeport, IL and has over 9 years of experience in the finance industry. Lucas Beggin 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.
Bari Bell (CRD# 1331450) is an Investment Advisor Representative working at Regal Investment Advisors LLC in Kentwood, MI and has over 38 years of experience in the finance industry.
Sanjay Bhargava (CRD# 4495397) is an Investment Advisor Representative working at Regal Investment Advisors LLC in Independence, OH and has over 18 years of experience in the finance industry.
Thomas Bonnington (CRD# 6804667) 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.
Tiffany Boval (CRD# 6548129) is an Investment Advisor Representative working at Regal Investment Advisors LLC in Independence, OH and has over 7 years of experience in the finance industry.
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.
Anthony Burek (CRD# 5857474) is an Investment Advisor Representative working at Regal Investment Advisors LLC in Monroe, MI and has over 12 years of experience in the finance industry.
Anthony Burton (CRD# 6803730) is an Investment Advisor Representative working at Regal Investment Advisors LLC in Prairieville, LA and has over 5 years of experience in the finance industry.
Emily Bustraan (CRD# 5769914) is an Investment Advisor Representative working at Regal Investment Advisors LLC in Kentwood, MI and has over 12 years of experience in the finance industry.