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
Don Martin (CRD# 4013469) is an Investment Advisor Representative working at Regal Investment Advisors LLC in Westlake Village, CA and has over 24 years of experience in the finance industry.
Steven Martinez (CRD# 5687442) is an Investment Advisor Representative working at Regal Investment Advisors LLC in Upland, CA and has over 13 years of experience in the finance industry.
Jon McCardle (CRD# 4369983) is an Investment Advisor Representative working at Regal Investment Advisors LLC in Lafayette, IN and has over 23 years of experience in the finance industry.
Laura McReynolds (CRD# 6915789) is an Investment Advisor Representative working at Regal Investment Advisors LLC in Quincy, IL and has over 6 years of experience in the finance industry.
Michael Morrison (CRD# 1220421) is an Investment Advisor Representative working at Regal Investment Advisors LLC in Fountain Valley, CA and has over 40 years of experience in the finance industry.
Kathleen Mueller (CRD# 6711238) is an Investment Advisor Representative working at Regal Investment Advisors LLC in Independence, OH and has over 6 years of experience in the finance industry.
James Musgrave (CRD# 2997304) 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.
Ivan Nalibotsky (CRD# 2385791) is an Investment Advisor Representative working at Regal Investment Advisors LLC in Kentwood, MI and has over 30 years of experience in the finance industry.
Phillip Olney (CRD# 5519378) is an Investment Advisor Representative working at Regal Investment Advisors LLC in Kentwood, MI and has over 15 years of experience in the finance industry.
Phillip Owens (CRD# 1697253) is an Investment Advisor Representative working at Regal Investment Advisors LLC in Grand Rapids, MI and has over 36 years of experience in the finance industry.