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
Bradley Wallick (CRD# 2736210) is an Investment Advisor Representative working at Regal Investment Advisors LLC in Kentwood, MI and has over 26 years of experience in the finance industry.
Christopher Warber (CRD# 4718073) 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.
Francis Wenderski (CRD# 4633309) is an Investment Advisor Representative working at Regal Investment Advisors LLC in Troy, MI and has over 20 years of experience in the finance industry.
James White (CRD# 4354918) is an Investment Advisor Representative working at Regal Investment Advisors LLC in Kentwood, MI and has over 22 years of experience in the finance industry.
Brian Yarch (CRD# 4075003) is an Investment Advisor Representative working at Regal Investment Advisors LLC in Kentwood, MI and has over 23 years of experience in the finance industry.
Kevin Zebrowski (CRD# 5867100) is an Investment Advisor Representative working at Regal Investment Advisors LLC in Morristown, NJ and has over 13 years of experience in the finance industry.
Keith Barron (CRD# 5868870) is an Investment Advisor Representative working at Regal Investment Advisors LLC in Columbia, SC and has over 13 years of experience in the finance industry.
Donald Aaron (CRD# 7163659) is an Investment Advisor Representative working at Regal Investment Advisors LLC in Danville, VA and has over 4 years of experience in the finance industry.
Michael Barron (CRD# 7366649) is an Investment Advisor Representative working at Regal Investment Advisors LLC in Kentwood, MI and has over 3 years of experience in the finance industry.
Kevin Berwald (CRD# 2700217) is an Investment Advisor Representative working at Regal Investment Advisors LLC in Kentwood, MI and has over 28 years of experience in the finance industry.