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
Adam Heinlein (CRD# 1423639) is an Investment Advisor Representative working at Regal Investment Advisors LLC in Kentwood, MI and has over 37 years of experience in the finance industry. Adam Heinlein 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.
Joel Heinlein (CRD# 2859885) is an Investment Advisor Representative working at Regal Investment Advisors LLC in Kentwood, MI and has over 19 years of experience in the finance industry.
Huey Heise (CRD# 1097545) 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.
Tamara Higgins (CRD# 4018847) is an Investment Advisor Representative working at Regal Investment Advisors LLC in West Chester, PA and has over 23 years of experience in the finance industry.
Terry Hollar (CRD# 1584024) is an Investment Advisor Representative working at Regal Investment Advisors LLC in Hickory, NC and has over 36 years of experience in the finance industry.
Alex Hossink (CRD# 6588457) is an Investment Advisor Representative working at Regal Investment Advisors LLC in Kentwood, MI and has over 7 years of experience in the finance industry.
Christopher Hoxie (CRD# 6056816) is an Investment Advisor Representative working at Regal Investment Advisors LLC in Chico, CA and has over 12 years of experience in the finance industry.
Ranjan Jagetia (CRD# 2352338) is an Investment Advisor Representative working at Regal Investment Advisors LLC in Kentwood, MI and has over 10 years of experience in the finance industry.
Brian Jolles (CRD# 1244218) is an Investment Advisor Representative working at Regal Investment Advisors LLC in Kentwood, MI and has over 29 years of experience in the finance industry.
Mark Jones (CRD# 3215179) is an Investment Advisor Representative working at Regal Investment Advisors LLC in Kentwood, MI and has over 24 years of experience in the finance industry. Mark Jones 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.