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Regal Investment Advisors LLC

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Total assets under management

$2,447,941,075

More info

Total clients

7,756

4% high-net worth

Total advisors

110

of 118 employees

Firm size

Enterprise

51-2,000 advisors or $10B+ in AUM

Average clients per advisor

71

Average account size

$315,619

Client services

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

Fee options

Fixed

Flat fees may be charged depending on specific LionShare strategy selected (flat, blended, and breakpoint schedules used)

Percentage

ranges from 0.30% to 1.00% per annum depending on account value and strategies selected

Commissions

Financial Advisors affiliated with the firm may receive separate commission-based compensation for securities and insurance products

Project-based
Other

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

Disclosures

More info

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

Main office location

Regal Investment Advisors LLC

2687 44 Th Street Se

Kentwood MI 49512, United States

Number of offices

78

Forms ADV

Form ADV Part 2: Client Brochure Form ADV Part 3: Client Relationship

Quick links

LinkedIn Facebook X Website 616-224-2204

Advisors at this firm

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Alan T

Series 63, Series 65

Los Angeles, CA

Regal Investment Advisors LLC
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Shane P

Series 65

Kentwood, MI

Regal Investment Advisors LLC
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Matthew M

Series 63, Series 66

Kentwood, MI

Regal Investment Advisors LLC
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Robin D

Series 63, Series 65

Silver Spring, MD

Regal Investment Advisors LLC
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Hunter R

Series 65

Kentwood, MI

Regal Investment Advisors LLC
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Peter V

Series 66

Kentwood, MI

Regal Investment Advisors LLC
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Kaponotuitalau F

Series 66

Kentwood, MI

Regal Investment Advisors LLC
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James F

ChFC®, Series 63, Series 66

Pewaukee, WI

Regal Investment Advisors LLC
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Sanjana S

Series 66

Bellevue, WA

Regal Investment Advisors LLC
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James R

CFA®, Series 63, Series 65

Kentwood, MI

Regal Investment Advisors LLC
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Barry M

Series 63, Series 65

Kentwood, MI

Regal Investment Advisors LLC
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Paul S

Series 66

Kentwood, MI

Regal Investment Advisors LLC
user avatar

Donald A

Series 65

Danville, VA

Regal Investment Advisors LLC
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Louis P

Series 63, Series 65

Audubon, NJ

Regal Investment Advisors LLC
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Cassandra B

Series 66

Kentwood, MI

Regal Investment Advisors LLC
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