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Marina Peacock

Advisor at Regal Investment Advisors LLC

Updated today

Location

Capron, IL 61012

Credentials

Series 66

Industry experience

12 years

About

Marina Peacock is a financial advisor at Regal Investment Advisors LLC with 12 years of industry experience. She holds a Series 66 designation and has worked at firms including Morgan Stanley and Robert W. Baird. Outside of advisory work, she is a partner in RPFab, LLC, a retail and online store business. Regal Investment Advisors LLC, operating as LionShare, provides discretionary investment management services to independent advisers and their clients, including individuals, charitable organizations, and businesses. The firm offers a range of proprietary and third-party model portfolios, allowing advisers to select allocations while Regal manages implementation and rebalancing.

Client services

Based on Regal Investment Advisors LLC

Financial planning Portfolio management Pension consulting Selection of other advisers Educational seminars or workshops

Expertise

Based on Regal Investment Advisors LLC

Active portfolio management Options & derivatives strategies

Fee options

Fixed

Flat fee structures used for some LionShare strategies, exact amounts not specified in brochure

Percentage

0.30% to 1.00% per annum depending on account value and strategy

Project-based

Hourly charges reported in Part 1 but not specified in brochure text

Other

Account minimum: $10,000 to $1,000,000 depending on strategy

Location

13345 Russellville Rd

Capron, IL 61012

Most active in

Illinois

Work history

Regal Investment Advisors, LLC

2022 - Present (4 years)

Regulus Financial Group, LLC

2022 - Present (4 years)

Morgan Stanley

2021 - 2022 (1 year)

Bates Securities, Inc.

2019 - 2021 (2 years)

Bates Financial Advisors, Inc.

2019 - 2021 (2 years)

Robert W. Baird

2016 - 2019 (3 years)

Bates Securities, Inc.

2013 - 2016 (3 years)

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

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