Allen Regan (CRD# 5282338) is an Investment Advisor Representative working at Vistica Wealth Advisors, LLC in Carlsbad, CA and has over 14 years of experience in the finance industry. Allen 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.
CRD# 5769283
Paradigm Shift Financial, LLC
CRD# 2730478
Madison Avenue Securities, LLC
CRD# 5084834
The Wealth Consulting Group
Company Name | Location | Dates | Years |
---|---|---|---|
Main Street United Methodist Church | Hattiesburg, MS | Jul 2023 - Current | < 1 |
Vistica Wealth Advisors, LLC | Biloxi, MS | Oct 2020 - Current | 3 |
Allen Regan, Cfp, LLC | Biloxi, MS | May 2018 - Current | 5 |
Lifeguard Wealth, LLC | Biloxi, MS | Jun 2020 - Aug 2023 | 3 |
Lifeguard Wealth, LLC | San Rafael, CA | Jun 2018 - Aug 2023 | 5 |
Diamondhead United Methodist Church | Diamondhead, MS | Sep 2022 - Jun 2023 | < 1 |
Hausman Advisors, LLC | Hood River, OR | Jun 2018 - Feb 2023 | 4 |
Peirce Capital Management, LLC | The Woodlands, TX | Jun 2019 - Jan 2021 | 1 |
Merit Wealth Management, LLC | Bend, OR | Dec 2018 - Dec 2019 | 1 |
Cogent Advisor LLC | Chicago, IL | Dec 2015 - Dec 2019 | 4 |
Avl/wealthcare, LLC | Gulfport, MS | Jun 2015 - Dec 2015 | < 1 |
Buckingham Asset Management, LLC | St. Louis, MO | Jul 2013 - Jun 2015 | 1 |
Exam Code | Name | Passed Date |
---|---|---|
S66 | NASAA Uniform Combined State Law Examination | Apr 2009 |
- CA
- MS
-
Total Assets Under Management103MILLIONS
-
Total Number of Accounts287ACCOUNTS
-
Average Account Value$360,567
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers (including private fund managers)
CA, MS, NV, TX
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