Unclaimed Profile

George Bokios

REGAL ADVISORY SERVICES, INC.·GLENVIEW, Illinois

REGAL 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.

Brand Profile

Not yet started

Disclosure history

1 disclosure on file · See FINRA BrokerCheck for full record

About

George Bokios is a registered financial advisor based in GLENVIEW, Illinois, affiliated with REGAL ADVISORY SERVICES, INC.. This profile is generated from public SEC and FINRA registration data.

Focus Areas

Specialties

Financial Planning

Investment Management

Client Types

Individuals

High Net Worth Individuals

Nonprofits & Foundations

Introduction

Speak with George

No cost, no commitment — we'll confirm availability and reply within 2 business days.

Not sure if George is the right fit? Take our 2-minute quiz →

Firm Overview

Firm

REGAL ADVISORY SERVICES, INC.

AUM

$109M

Regulatory assets under management

Employees

Total firm employees

View all advisors at REGAL ADVISORY SERVICES, INC. →

Services

Financial planning

Portfolio management (individuals)

Security ratings or pricing services

Charitable organization or education services

Background

Compensation

Percentage of AUM

Hourly charges

Subscription fees

Regulatory

SEC/IARD CRD# 718774

Firm CRD# 123842

View on FINRA BrokerCheck →

Looking for a financial advisor in GLENVIEW?

Browse all registered financial advisors in GLENVIEW, Illinois or claim this profile if it's yours.

Browse GLENVIEW Advisors Are you this advisor? Claim profile

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.

Not sure what to look for in an advisor?

Try our free Advisor Match Quiz →