Regal Investment Advisors LLC

Regal Investment Advisors LLC (CRD# 125004) is a financial advisory firm headquartered in Kentwood, MI. They manage $2,550,489,630 in 12,870 accounts and serve the financial needs of clients across 50 states (or territories).

Current Firm Details
2687 44th Street Se, Kentwood, MI 49512
https://regal-lionshare.com/
By the Numbers
  • Total Assets Under Management
    2,550
    MILLION
  • Total Number of Accounts
    12,870
    ACCOUNTS
  • Average Account Value
    $198,173
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 businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
Types of Clients
Registered States
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, ID, 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 101 - 105 of 105 top financial advisors.
101
Todd Reno, financial advisor Kentwood MI
Todd T. Reno
CRD#: 6689061
2687 44th Street Se, Kentwood, MI 49512

Todd Reno (CRD# 6689061) is an Investment Advisor Representative working at Regal Investment Advisors LLC in Kentwood, MI and has 1 year of experience in the finance industry.

102
Mario Ruiz, financial advisor Austin TX
Mario L. Ruiz
CRD#: 6859746
Austin, TX

Mario Ruiz (CRD# 6859746) is an Investment Advisor Representative working at Regal Investment Advisors LLC in Austin, TX and has 1 year of experience in the finance industry.

103
Tadd Strabbing, financial advisor Kentwood MI
Tadd A. Strabbing
CRD#: 7309647
2687 44th Street Se, Kentwood, MI 49512

Tadd Strabbing (CRD# 7309647) is an Investment Advisor Representative working at Regal Investment Advisors LLC in Kentwood, MI and has over 2 years of experience in the finance industry.

104
Russell Thompson, financial advisor Daytona Beach FL
Russell L. Thompson
CRD#: 6610312
1540 Cornerstone Blvd, Ste 120, Daytona Beach, FL 32115

Russell Thompson (CRD# 6610312) is an Investment Advisor Representative working at Regal Investment Advisors LLC in Daytona Beach, FL and has 1 year of experience in the finance industry.

105
Alfredo Torres, financial advisor Kentwood MI
Alfredo E. Torres
CRD#: 4614240
2687 44th Street Se, Kentwood, MI 49512

Alfredo Torres (CRD# 4614240) is an Investment Advisor Representative working at Regal Investment Advisors LLC in Kentwood, MI and has over 20 years of experience in the finance industry.

PREV ... 7 8 9 10 11

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

Ready to hire a financial advisor? Get competitive proposals from multiple advisors.
Request Proposals