Regal Investment Advisors LLC

Regal Investment Advisors LLC (CRD# 125004) is a financial advisory firm headquartered in Kentwood, MI. They manage $1,277,829,051 in 8,534 accounts and serve the financial needs of clients across 49 states (or territories).

By the Numbers
  • Total Assets Under Management
    1,278
    MILLION
  • Total Number of Accounts
    8,534
    ACCOUNTS
  • Average Account Value
    $149,734
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for investment companies (as well as "business development companies")
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, 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

Financial Advisors at Regal Investment Advisors LLC
Showing 1 - 10 of 115 top financial advisors.
1
Paul M. Bailley
CRD#: 4469159
218 Adley Way, Greenville, SC 29607

Paul Bailley (CRD# 4469159) is an Investment Advisor Representative working at Regal Investment Advisors LLC in Greenville, SC and has over 18 years of experience in the finance industry.

2
Bari W. Bell
CRD#: 1331450
12935 S. Westbayshore Dr. Ste. 250, Traverse City, MI 49684

Bari Bell (CRD# 1331450) is an Investment Advisor Representative working at Regal Investment Advisors LLC in Traverse City, MI and has over 35 years of experience in the finance industry.

3
Jay C. Brantley
CRD#: 6612443
Rocky Mount, NC

Jay Brantley (CRD# 6612443) is an Investment Advisor Representative working at Regal Investment Advisors LLC in Rocky Mount, NC and has over 3 years of experience in the finance industry.

4
Chad A. Brown
CRD#: 3119205
2687 44th Street Se, Kentwood, MI 49512

Chad Brown (CRD# 3119205) is an Investment Advisor Representative working at Regal Investment Advisors LLC in Kentwood, MI and has over 12 years of experience in the finance industry.

5
Leeann Brown
CRD#: 5475973
2687 44th Street Se, Kentwood, MI 49512

Leeann Brown (CRD# 5475973) is an Investment Advisor Representative working at Regal Investment Advisors LLC in Kentwood, MI and has 1 year of experience in the finance industry. Leeann Brown 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.

6
Anthony J. Burek
CRD#: 5857474
72 W Front St, Monroe, MI 48161

Anthony Burek (CRD# 5857474) is an Investment Advisor Representative working at Regal Investment Advisors LLC in Monroe, MI and has over 9 years of experience in the finance industry.

7
Dwayne A. Burnell
CRD#: 5068145
20130 106th Ave Ne, Ste 100, Bothell, WA 98011

Dwayne Burnell (CRD# 5068145) is an Investment Advisor Representative working at Regal Investment Advisors LLC in Bothell, WA and has over 12 years of experience in the finance industry.

8
Adam Burton
CRD#: 6510991
2687 44th Street Se, Kentwood, MI 49512

Adam Burton (CRD# 6510991) is an Investment Advisor Representative working at Regal Investment Advisors LLC in Kentwood, MI and has over 4 years of experience in the finance industry.

9
Anthony Burton
CRD#: 6803730
17135 Ronald Rd, Prairieville, LA 70769

Anthony Burton (CRD# 6803730) is an Investment Advisor Representative working at Regal Investment Advisors LLC in Prairieville, LA and has over 2 years of experience in the finance industry.

10
Donald N. Carlson
CRD#: 2903454
2687 44th Street Se, Kentwood, MI 49512

Donald Carlson (CRD# 2903454) is an Investment Advisor Representative working at Regal Investment Advisors LLC in Kentwood, MI and has over 21 years of experience in the finance industry.

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