Regency Investment Advisors Inc.

Regency Investment Advisors Inc. (CRD# 106990) is a financial advisory firm headquartered in Fresno, CA. They manage $877,331,864 in 1,752 accounts and serve the financial needs of clients across 5 states (or territories).

Current Firm Details
1312 W Herndon, Suite 101, Fresno, CA 93711
https://www.linkedin.com/company/regency-investment-advisors/
By the Numbers
  • Total Assets Under Management
    877
    MILLION
  • Total Number of Accounts
    1,752
    ACCOUNTS
  • Average Account Value
    $500,760
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
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Educational seminars/workshops
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

CA, FL, NV, OR, TX

Financial Advisors at Regency Investment Advisors Inc.
Showing 1 - 7 of 7 top financial advisors.
1
Christopher Comstock, financial advisor Fresno CA
Christopher L. Comstock
CRD#: 5653146
1312 W Herndon, Suite 101, Fresno, CA 93711

Christopher Comstock (CRD# 5653146) is an Investment Advisor Representative working at Regency Investment Advisors Inc. in Fresno, CA and has over 15 years of experience in the finance industry.

2
Russell Maltes, financial advisor Fresno CA
Russell S. Maltes
CRD#: 4304383
1312 W Herndon, Suite 101, Fresno, CA 93711

Russell Maltes (CRD# 4304383) is an Investment Advisor Representative working at Regency Investment Advisors Inc. in Fresno, CA and has over 23 years of experience in the finance industry.

3
Philip Ray, financial advisor Fresno CA
Philip D. Ray
CRD#: 2097334
1312 W Herndon, Suite 101, Fresno, CA 93711

Philip Ray (CRD# 2097334) is an Investment Advisor Representative working at Regency Investment Advisors Inc. in Fresno, CA and has over 33 years of experience in the finance industry.

4
Noah Menezes, financial advisor Fresno CA
Noah J. Menezes
CRD#: 7808158
1312 W Herndon, Suite 101, Fresno, CA 93711

Noah Menezes (CRD# 7808158) is an Investment Advisor Representative working at Regency Investment Advisors Inc. in Fresno, CA and has 1 year of experience in the finance industry.

5
Judson Myers, financial advisor Fresno CA
Judson R. Myers
CRD#: 2899202
1312 W Herndon, Suite 101, Fresno, CA 93711

Judson Myers (CRD# 2899202) is an Investment Advisor Representative working at Regency Investment Advisors Inc. in Fresno, CA and has over 26 years of experience in the finance industry.

6
Wade Wallace, financial advisor Fresno CA
Wade A. Wallace
CRD#: 7196331
1312 W Herndon, Suite 101, Fresno, CA 93711

Wade Wallace (CRD# 7196331) is an Investment Advisor Representative working at Regency Investment Advisors Inc. in Fresno, CA and has over 4 years of experience in the finance industry.

7
Jeremy Whitt, financial advisor Fresno CA
Jeremy J. Whitt
CRD#: 7490285
1312 W Herndon, Suite 101, Fresno, CA 93711

Jeremy Whitt (CRD# 7490285) is an Investment Advisor Representative working at Regency Investment Advisors Inc. in Fresno, CA and has over 2 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.

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