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).
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Total Assets Under Management2,550MILLION
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Total Number of Accounts12,870ACCOUNTS
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Average Account Value$198,173
- 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, 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
Travis Peltz (CRD# 6041996) is an Investment Advisor Representative working at Regal Investment Advisors LLC in Rogers City, MI and has over 8 years of experience in the finance industry.
Christopher Peterson (CRD# 3162809) is an Investment Advisor Representative working at Regal Investment Advisors LLC in Kentwood, MI and has over 25 years of experience in the finance industry.
Louis Petrillo (CRD# 5258929) is an Investment Advisor Representative working at Regal Investment Advisors LLC in Audubon, NJ and has over 17 years of experience in the finance industry.
Matteo Petrillo (CRD# 5099009) is an Investment Advisor Representative working at Regal Investment Advisors LLC in Audubon, NJ and has over 17 years of experience in the finance industry.
James Reim (CRD# 1303142) is an Investment Advisor Representative working at Regal Investment Advisors LLC in Erie, PA and has over 39 years of experience in the finance industry.
Giuseppe Roveccio (CRD# 6062231) is an Investment Advisor Representative working at Regal Investment Advisors LLC in Morristown, NJ and has over 8 years of experience in the finance industry.
Daniel Ruble (CRD# 6428324) is an Investment Advisor Representative working at Regal Investment Advisors LLC in Kentwood, MI and has over 9 years of experience in the finance industry.
Steven Ryan (CRD# 4096669) is an Investment Advisor Representative working at Regal Investment Advisors LLC in Kalamazoo, MI and has over 24 years of experience in the finance industry.
Matthew Schiller (CRD# 5973737) is an Investment Advisor Representative working at Regal Investment Advisors LLC in Independence, OH and has over 12 years of experience in the finance industry.
Kristen Smigelski (CRD# 2861405) is an Investment Advisor Representative working at Regal Investment Advisors LLC in Palm Beach Gardens, FL and has over 8 years of experience in the finance industry.