Regan Financial Group, LLC

Regan Financial Group, LLC (CRD# 168939) is a financial advisory firm headquartered in Danville, CA. They serve the financial needs of clients across 1 states (or territories).

Current Firm Details
By the Numbers
  • Total Assets Under Management
    0
    MILLION
  • Total Number of Accounts
    0
    ACCOUNTS
  • Average Account Value
    $0
Compensation Options
  • A percentage of assets under your management
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
  • Selection of other advisers (including private fund managers)
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.

CA

Financial Advisors at Regan Financial Group, LLC
Showing 1 - 1 of 1 top financial advisors.
1
Robert J. Regan
CRD#: 2322096
145 Town And Country Road, Suite 101, Danville, CA 94526
66
Wealthminder
score

Robert Regan (CRD# 2322096) is an Investment Advisor Representative working at Regan Financial Group, LLC in Danville, CA and has over 23 years of experience in the finance industry. Robert Regan 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.

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