Regalia Financial Advisors, LLC

Regalia Financial Advisors, LLC (CRD# 207514) is a financial advisory firm headquartered in Winter Park, FL. They manage $2,504,059 in 5 accounts and serve the financial needs of clients across 1 states (or territories).

By the Numbers
  • Total Assets Under Management
    3
    MILLION
  • Total Number of Accounts
    5
    ACCOUNTS
  • Average Account Value
    $500,812
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Performance-based fees
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for pooled investment vehicles (other than investment companies)
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

FL

Financial Advisors at Regalia Financial Advisors, LLC
Showing 1 - 1 of 1 top financial advisors.
1
John R. Jones
CRD#: 4941595
941 West Morse Boulevard, Suite 100, Winter Park, FL 32789
90
Wealthminder
score

John Jones (CRD# 4941595) is an Investment Advisor Representative working at Regalia Financial Advisors, LLC in Winter Park, FL and has over 3 years of experience in the finance industry.

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