Regal Advisory Services, Inc.

Regal Advisory Services, Inc. (CRD# 123842) is a financial advisory firm headquartered in Glenview, IL. They manage $108,836,225 in 284 accounts and serve the financial needs of clients across 18 states (or territories).

By the Numbers
  • Total Assets Under Management
    109
    MILLION
  • Total Number of Accounts
    284
    ACCOUNTS
  • Average Account Value
    $383,226
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)
  • Educational seminars/workshops
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

AL, AR, AZ, CA, FL, IL, LA, MA, ME, MI, NC, NJ, NY, OH, OK, TN, TX, VT

Financial Advisors at Regal Advisory Services, Inc.
Showing 11 - 20 of 23 top financial advisors.
11
Marilyn C. Hogan
CRD#: 1539587
950 North Milwaukee Avenue, Suite 101, Glenview, IL 60025

Marilyn Carter Hogan (CRD# 1539587) is an Investment Advisor Representative working at Regal Advisory Services, Inc. in the Greater Detroit Area and has over 30 years of experience in the finance industry.

12
Patricia A. Hulbert
CRD#: 1793732
950 North Milwaukee Avenue, Suite 101, Glenview, IL 60025

Patricia Hulbert (CRD# 1793732) is an Investment Advisor Representative working at Regal Advisory Services, Inc. in Glenview, IL and has over 35 years of experience in the finance industry.

13
John V. Kloster
CRD#: 1005931
31550 Northwestern Hwy, Suite 101, Farmington Hills, MI 48334

John Kloster (CRD# 1005931) is an Investment Advisor Representative working at Regal Advisory Services, Inc. in Farmington Hills, MI and has over 40 years of experience in the finance industry.

14
Gregory S. Knight
CRD#: 2350579
950 North Milwaukee Avenue, Suite 101, Glenview, IL 60025

Gregory Knight (CRD# 2350579) is an Investment Advisor Representative working at Regal Advisory Services, Inc. in Glenview, IL and has over 30 years of experience in the finance industry.

15
Jeffry S. Livingston
CRD#: 2812480
Chicago, IL

Jeffry Livingston (CRD# 2812480) is an Investment Advisor Representative working at Regal Advisory Services, Inc. in Chicago, IL and has over 27 years of experience in the finance industry.

16
Jerry W. Ludwig
CRD#: 1255480
1716 Briarcrest Ste 602, Bryan, TX 77802

Jerry Ludwig (CRD# 1255480) is an Investment Advisor Representative working at Regal Advisory Services, Inc. in Bryan, TX and has over 40 years of experience in the finance industry.

17
James F. Madigan
CRD#: 2319930
950 North Milwaukee Avenue, Suite 101, Glenview, IL 60025

James Madigan (CRD# 2319930) is an Investment Advisor Representative working at Regal Advisory Services, Inc. in Glenview, IL and has over 30 years of experience in the finance industry.

18
Keith J. McGrath
CRD#: 2280307
2640 Highway 70, Building 8, Suite 102, Manasquan, NJ 08736

Keith McGrath (CRD# 2280307) is an Investment Advisor Representative working at Regal Advisory Services, Inc. in Manasquan, NJ and has over 30 years of experience in the finance industry.

19
Christos A. Oakley
CRD#: 5209433
189 South Orange Avenue, Orlando, FL 32801

Christos Oakley (CRD# 5209433) is an Investment Advisor Representative working at Regal Advisory Services, Inc. in Orlando, FL and has over 7 years of experience in the finance industry.

20
John Reyna
CRD#: 1054621
950 North Milwaukee Avenue, Suite 101, Glenview, IL 60025

John Reyna (CRD# 1054621) is an Investment Advisor Representative working at Regal Advisory Services, Inc. in Glenview, IL and has over 41 years of experience in the finance industry.

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