Advisor at Regal Investment Advisors LLC
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Firm
Regal Investment Advisors LLC
Location
Danville, VA 24540
Credentials
Series 65
Industry experience
2 years
Thomas Lee is a Series 65 licensed financial advisor with Regal Investment Advisors LLC in Danville, VA, and has two years of industry experience. Prior to joining Regal in 2023, he held roles at W&S Brokerage and Western & Southern Life in 2022. Outside of his advisory work, Lee serves as a part-time pastor at Pittsville Pentecostal Holiness Church. Regal Investment Advisors LLC, operating as LionShare, provides discretionary investment management services to independent advisers and subadvisors, serving a diverse client base that includes individuals, charitable organizations, and businesses. The firm offers proprietary and third-party model portfolios with discretionary implementation, rebalancing, and option overlay strategies.
Based on Regal Investment Advisors LLC
Flat fees may be charged depending on specific LionShare strategy selected (flat, blended, and breakpoint schedules used)
ranges from 0.30% to 1.00% per annum depending on account value and strategies selected
Financial Advisors affiliated with the firm may receive separate commission-based compensation for securities and insurance products
Account minimum: $10,000 to $1,000,000 depending on strategy
100 Vicar Place, Ste A
Danville, VA 24540
Virginia
Regal Investment Advisors, LLC
2023 - Present (3 years)
W&S Brokerage
2022 - 2022 (1 year)
Western & Southern Life
2022 - 2022 (1 year)
Pittsville Pentecostal Holiness Church
2019 - Present (7 years)
Self Employed
2019 - 2019 (1 year)
Paul Shelton State Farm
2018 - 2019 (1 year)
Self Employed
2018 - 2018 (1 year)
Cecil Burt State Farm
2018 - 2018 (1 year)
Unemployed
2018 - 2018 (1 year)
Woodmen Life
2016 - 2016 (1 year)
Kittrell Church of God
2015 - 2018 (3 years)
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Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
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Is not active or affiliated with:
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Series 66
Danville, VA
Davenport & Company LLC
Series 66
Danville, VA
Davenport & Company LLC
Series 65
Danville, VA
Regal Investment Advisors LLC
Series 63, Series 65
Danville, VA
Davenport & Company LLC
Series 65
Danville, VA
Regal Investment Advisors LLC
Series 63, Series 65, Series 66
Danville, VA
International Assets Investment Management, LLC
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