Regan Financial Group, LLC

Regan Financial Group, LLC (CRD# 284756) is a financial advisory firm headquartered in Danville, CA. They manage $462,000 in 11 accounts and serve the financial needs of clients across 2 states (or territories).

Current Firm Details
145 Town And Country Road, Suite 101, Danville, CA 94526
https://www.linkedin.com/in/robjregan
By the Numbers
  • Total Assets Under Management
    0
    MILLION
  • Total Number of Accounts
    11
    ACCOUNTS
  • Average Account Value
    $42,000
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

CA, TX

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

Robert Regan (CRD# 2322096) is an Investment Advisor Representative working at Regan Financial Group, LLC in Danville, CA and has over 31 years of experience in the finance industry.

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