Regal Investment Advisors LLC

Regal Investment Advisors LLC (CRD# 125004) is a financial advisory firm headquartered in Kentwood, MI. They manage $2,042,753,790 in 11,768 accounts and serve the financial needs of clients across 49 states (or territories).

By the Numbers
  • Total Assets Under Management
    2,043
    MILLION
  • Total Number of Accounts
    11,768
    ACCOUNTS
  • Average Account Value
    $173,585
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 businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • 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.

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 11 - 20 of 105 top financial advisors.
11
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 24 years of experience in the finance industry.

12
Heather R. Christmann
CRD#: 5630010
2687 44th Street Se, Kentwood, MI 49512

Heather Christmann (CRD# 5630010) is an Investment Advisor Representative working at Regal Investment Advisors LLC in Kentwood, MI and has over 14 years of experience in the finance industry.

13
Victor Clement
CRD#: 6231166
2687 44th Street Se, Kentwood, MI 49512

Victor Clement (CRD# 6231166) is an Investment Advisor Representative working at Regal Investment Advisors LLC in Kentwood, MI and has over 10 years of experience in the finance industry.

14
Lee C. Cole
CRD#: 4772324
2687 44th St Se, Kentwood, MI 49512

Lee Cole (CRD# 4772324) is an Investment Advisor Representative working at Regal Investment Advisors LLC in Kentwood, MI and has over 19 years of experience in the finance industry.

15
Joshua A. Darwin
CRD#: 2153443
Needham, MA

Joshua Darwin (CRD# 2153443) is an Investment Advisor Representative working at Regal Investment Advisors LLC in Needham, MA and has over 32 years of experience in the finance industry.

16
James B. Dillon
CRD#: 5148845
2901 Miller Drive, Suite B, Plymouth, IN 46563

James Dillon (CRD# 5148845) is an Investment Advisor Representative working at Regal Investment Advisors LLC in Plymouth, IN and has over 17 years of experience in the finance industry.

17
Katherine A. Downing
CRD#: 6356441
2687 44th Street Se, Kentwood, MI 49512

Katherine Downing (CRD# 6356441) is an Investment Advisor Representative working at Regal Investment Advisors LLC in Kentwood, MI and has over 9 years of experience in the finance industry.

18
Sidney J. Dufresne
CRD#: 2471091
9515 Jefferson Highway, River Ridge, LA 70123

Sidney Dufresne (CRD# 2471091) is an Investment Advisor Representative working at Regal Investment Advisors LLC in River Ridge, LA and has over 24 years of experience in the finance industry.

19
Daylen R. Dye
CRD#: 5390612
2687 44th Street Se, Kentwood, MI 49512

Daylen Dye (CRD# 5390612) is an Investment Advisor Representative working at Regal Investment Advisors LLC in Kentwood, MI and has over 16 years of experience in the finance industry.

20
Jason T. Eagle
CRD#: 5650869
2687 44th Street Se, Kentwood, MI 49512

Jason Eagle (CRD# 5650869) is an Investment Advisor Representative working at Regal Investment Advisors LLC in Kentwood, MI and has over 14 years of experience in the finance industry.

PREV ... 1 2 3 4 5 6 ... Next
Ready to hire a financial advisor? Get competitive proposals from multiple advisors.