Unclaimed Profile

George Bokios

REGAL ADVISORY SERVICES, INC.·GLENVIEW, Illinois

SIE, Series 4, Series 7, Series 24, Series 27, Series 63, Series 79TO, Series 99TOClean record20 years registeredREGAL ADVISORY SERVICES, INC.

950 NORTH MILWAUKEE AVENUE, GLENVIEW, IL 60025-3771CRD# 718774Firm CRD# 123842

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

George Bokios · GLENVIEW, IL

Registration

CRD #718774 · REGAL ADVISORY SERVICES, INC. · 20 years registered

Brand Profile

Not yet started

Career History

REGAL ADVISORY SERVICES, INC.

Jul 2006 – present

Registrations & Exams

FINRA examinations passed

SIE

Series 4

Series 7

Series 24

Series 27

Series 63

Series 79TO

Series 99TO

Registration record

First registered · July 26, 2006

Years registered · 20

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD, as of 14 August 2026. Verify on FINRA BrokerCheck →

Firm Overview

Firm

REGAL ADVISORY SERVICES, INC.

CRD 123842 · SEC 801-71619

AUM

$109M

Regulatory assets under management

Employees

284 client accounts

Services offered by REGAL ADVISORY SERVICES, INC.

Per Form ADV

Financial planning

Portfolio management (individuals)

Security ratings or pricing services

Charitable organization or education services

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

Nonprofits & Foundations

View all advisors at REGAL ADVISORY SERVICES, INC. →

Introduction

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Frequently Asked Questions

What services does George Bokios offer?

George Bokios specializes in Financial Planning, Investment Management. Contact their office in GLENVIEW, Illinois for a consultation.

What are George Bokios's credentials?

George Bokios is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is George Bokios located?

George Bokios is based in GLENVIEW, Illinois, working with REGAL ADVISORY SERVICES, INC.. Their office serves clients in the GLENVIEW metropolitan area and surrounding communities.

How does George Bokios charge for services?

George Bokios's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is REGAL ADVISORY SERVICES, INC.?

REGAL ADVISORY SERVICES, INC. has approximately 24 employees and manages $109M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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