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).
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Total Assets Under Management2,043MILLION
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Total Number of Accounts11,768ACCOUNTS
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Average Account Value$173,585
- 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, 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
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.