Regal Investment Advisors LLC
Regal Investment Advisors LLC (CRD# 125004) is a financial advisory firm headquartered in Kentwood, MI. They manage $2,550,489,630 in 12,870 accounts and serve the financial needs of clients across 50 states (or territories).
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Total Assets Under Management2,550MILLION
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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
Jon Erickson (CRD# 4968349) is an Investment Advisor Representative working at Regal Investment Advisors LLC in Bellevue, WA and has over 18 years of experience in the finance industry.
Shawn Everett (CRD# 4653270) is an Investment Advisor Representative working at Regal Investment Advisors LLC in Kentwood, MI and has over 20 years of experience in the finance industry.
James Fischer (CRD# 1594785) is an Investment Advisor Representative working at Regal Investment Advisors LLC in Kentwood, MI and has over 36 years of experience in the finance industry.
Scott Flynn (CRD# 3150308) is an Investment Advisor Representative working at Regal Investment Advisors LLC in Kentwood, MI and has over 25 years of experience in the finance industry.
Jeffrey Gibbens (CRD# 1482752) is an Investment Advisor Representative working at Regal Investment Advisors LLC in Erie, PA and has over 37 years of experience in the finance industry.
Roger Godin (CRD# 5140556) is an Investment Advisor Representative working at Regal Investment Advisors LLC in Independence, OH and has over 9 years of experience in the finance industry.
Samuel Grezaffi (CRD# 2220555) is an Investment Advisor Representative working at Regal Investment Advisors LLC in Livonia, LA and has over 28 years of experience in the finance industry.
Richard Griswold (CRD# 2221680) is an Investment Advisor Representative working at Regal Investment Advisors LLC in Simi Valley, CA and has over 31 years of experience in the finance industry.
Mark Grooters (CRD# 6101649) is an Investment Advisor Representative working at Regal Investment Advisors LLC in Kentwood, MI and has over 11 years of experience in the finance industry.
Carlos Guzman (CRD# 4948028) is an Investment Advisor Representative working at Regal Investment Advisors LLC in San Dimas, CA and has over 6 years of experience in the finance industry.