Allen Regan, financial advisor Carlsbad CA

Allen Regan

CRD Number: 5282338
Current Firm: Vistica Wealth Advisors, LLC

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.

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Professional Designations
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
Contact Info for Allen G. Regan
Phone Number: 760-854-4003
Registered State(s):
  • CA
  • MS
By the Numbers
  • Total Assets Under Management
    103
    MILLIONS
  • Total Number of Accounts
    287
    ACCOUNTS
  • Average Account Value
    $360,567
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
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States

CA, MS, NV, TX

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