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
John Kailunas (CRD# 2048289) is an Investment Advisor Representative working at Regal Investment Advisors LLC in Kentwood, MI and has over 33 years of experience in the finance industry.
John Kelly (CRD# 1531103) is an Investment Advisor Representative working at Regal Investment Advisors LLC in Monroe, LA and has over 31 years of experience in the finance industry.
Joseph Kindig (CRD# 6934394) 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.
Anthony Kulka (CRD# 6350398) is an Investment Advisor Representative working at Regal Investment Advisors LLC in Independence, OH and has over 9 years of experience in the finance industry.
Trevor Kurth (CRD# 6287196) is an Investment Advisor Representative working at Regal Investment Advisors LLC in Kentwood, MI and has over 6 years of experience in the finance industry.
Spencer Lademan (CRD# 6806633) is an Investment Advisor Representative working at Regal Investment Advisors LLC in Kentwood, MI and has over 6 years of experience in the finance industry.
Dustin Leach (CRD# 4240352) is an Investment Advisor Representative working at Regal Investment Advisors LLC in Kentwood, MI and has over 22 years of experience in the finance industry.
Edward Lewis (CRD# 4303068) is an Investment Advisor Representative working at Regal Investment Advisors LLC in Kentwood, MI and has over 22 years of experience in the finance industry. Edward Lewis 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.
Barry Magaoay (CRD# 2375068) 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.
Steve Mankameyer (CRD# 1045659) is an Investment Advisor Representative working at Regal Investment Advisors LLC in Overland Park, KS and has over 38 years of experience in the finance industry. Steve Mankameyer 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.