Advisor at Regal Investment Advisors LLC
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Firm
Regal Investment Advisors LLC
Location
Fountain Valley, CA 92708
Credentials
CFP®, Series 63, Series 65
Industry experience
27 years
Michael Morrison is a CFP® professional with 27 years of industry experience, currently serving at Regal Investment Advisors LLC since 2013. He also maintains a role at Financial Advisers Of America, LLC. Outside of investment advisory, he works as an independent insurance agent, selling life insurance, equity-indexed annuities, and Medicare-related health insurance products. Regal Investment Advisors LLC, operating as LionShare, provides discretionary investment management services to independent advisers and their clients, including individuals, charities, and businesses. The firm offers proprietary and third-party model portfolios and grants advisers discretion to implement and manage these strategies on client accounts.
Based on Regal Investment Advisors LLC
Based on Regal Investment Advisors LLC
Flat fee structures used for some LionShare strategies, exact amounts not specified in brochure
0.30% to 1.00% per annum depending on account value and strategy
Hourly charges reported in Part 1 but not specified in brochure text
Account minimum: $10,000 to $1,000,000 depending on strategy
18837 Brookhurst St #208
Fountain Valley, CA 92708
California
Regal Investment Advisors, LLC
2013 - Present (13 years)
Financial Advisers Of America, Llc
2011 - Present (15 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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 65
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Linda A. Walker, CFP
CFP®
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Mile Wealth Management
Thanks for your interest in my firm! I’m Mark Wilson, APA, CFP®, a proud father of two and lucky husband of one. I founded MILE Wealth Management to provide real wealth management to families and “Make It Look Easy” (MILE). Providing integrated financial planning and investment management is hard. This is the reason why most financial advisors do bare minimum planning or no planning at all. Those that do financial plans intentionally make it look complex to justify their fees. The industry is full of jargon, acronyms, fine print and disclosures. It’s no wonder that their “customers” are not meeting their goals or sleeping well at night. My goal is to use my experience, teaching background, wise use of technology and smarts to make it look easy. I’ve found that families that understand their financial situation, set their personal targets and see their next steps will be able to achieve their short and long-term goals and make adjustments as necessary. I want you to be relaxed about your finances, focus on what’s really important and make it look easy. Have a look at our website (www.milewealth.com) or call 949-441-4410 to find out more.
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