Unclaimed Profile

Victoria Theadora Bokios

REGAL ADVISORY SERVICES, INC.·GLENVIEW, Illinois

SIE, Series 4, Series 7, Series 24, Series 27, Series 55, Series 57TO, Series 63, Series 99TOClean recordREGAL ADVISORY SERVICES, INC.

950 NORTH MILWAUKEE AVENUE, GLENVIEW, IL 60025-3771CRD# 2421318Firm CRD# 123842

Profile Verification

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

Identity

Victoria Theadora Bokios · GLENVIEW, IL

Registration

CRD #2421318 · REGAL ADVISORY SERVICES, INC.

Brand Profile

Not yet started

Registrations & Exams

FINRA examinations passed

SIE

Series 4

Series 7

Series 24

Series 27

Series 55

Series 57TO

Series 63

Series 99TO

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 Victoria Theadora Bokios offer?

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

What are Victoria Theadora Bokios's credentials?

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

Where is Victoria Theadora Bokios located?

Victoria Theadora 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 Victoria Theadora Bokios charge for services?

Victoria Theadora 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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