Matthew Schiller (CRD# 5973737) is an Investment Advisor Representative working at Regal Investment Advisors LLC in Independence, OH and has over 12 years of experience in the finance industry.
CRD# 5480573
Voya Financial Advisors, Inc.
CRD# 2530365
Lincoln Financial Advisors Corporation
CRD# 2493801
Lincoln Investment
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Regal Investment Advisors, LLC | Kentwood, MI | May 2020 - Current | 4 |
| Regulus Advisors, LLC | Kentwood, MI | May 2020 - Current | 4 |
| Arbor Point Advisors | Independence, OH | Jan 2016 - May 2020 | 4 |
| Securities America, Inc. | Independence, OH | Dec 2015 - May 2020 | 4 |
| Fifth Third Securities | Brecksville, OH | Dec 2013 - Dec 2015 | 2 |
| Fifth Third Bank | Brecksville, OH | Apr 2013 - Dec 2015 | 2 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Nov 2011 |
- LA
- OH
- TX
-
Total Assets Under Management2,550MILLIONS
-
Total Number of Accounts12,870ACCOUNTS
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Average Account Value$198,173
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Other
- 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
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV, WY
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