Unclaimed Profile

Brian Dale Yarch

REGAL INVESTMENT ADVISORS LLC·KENTWOOD, Michigan

SIE, Series 4, Series 6, Series 7, Series 14, Series 24, Series 27, Series 52TO, Series 53, Series 63, Series 65, Series 99TOChFC16 years registeredREGAL INVESTMENT ADVISORS LLC

2687 44TH STREET SE, KENTWOOD, MI 49512CRD# 4075003Firm CRD# 125004

Profile Verification

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

Identity

Brian Dale Yarch · KENTWOOD, MI

Registration

CRD #4075003 · REGAL INVESTMENT ADVISORS LLC · 16 years registered

Brand Profile

Not yet started

Career History

REGAL INVESTMENT ADVISORS LLC

Jul 2010 – present

BRIGHT OWL INVESTMENT ADVISORS

Sep 2015 – Feb 2018

KENTWOOD, MI

AMERICAN PORTFOLIOS ADVISORS, INC

May 2010 – Dec 2014

HOLBROOK, NY

Registrations & Exams

FINRA examinations passed

SIE

Series 4

Series 6

Series 7

Series 14

Series 24

Series 27

Series 52TO

Series 53

Series 63

Series 65

Series 99TO

Registration record

First registered · May 28, 2010

Years registered · 16

Professional designation · ChFC

Disclosure History

2023Regulatory·Final

2022Regulatory·Final

2021Regulatory·Final

2020Regulatory·Final

5 disclosure events on file · Verify on FINRA BrokerCheck →

Source: SEC IAPD, as of 14 August 2026. Resolutions may have changed since.

Firm Overview

Firm

REGAL INVESTMENT ADVISORS LLC

CRD 125004 · SEC 801-71923

AUM

$2.6B

Regulatory assets under management

Employees

140

12,870 client accounts

Services offered by REGAL INVESTMENT ADVISORS LLC

Per Form ADV

Financial planning

Portfolio management (individuals)

Selection of other advisers

Publication of periodicals/newsletters

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 INVESTMENT ADVISORS LLC →

Introduction

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Frequently Asked Questions

What services does Brian Dale Yarch offer?

Brian Dale Yarch specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in KENTWOOD, Michigan for a consultation.

What are Brian Dale Yarch's credentials?

Brian Dale Yarch holds the following professional designations: ChFC. These credentials require rigorous education, examination, and ongoing continuing education.

Where is Brian Dale Yarch located?

Brian Dale Yarch is based in KENTWOOD, Michigan, working with REGAL INVESTMENT ADVISORS LLC. Their office serves clients in the KENTWOOD metropolitan area and surrounding communities.

How does Brian Dale Yarch charge for services?

Brian Dale Yarch's firm is compensated through percentage of aum, hourly charges, subscription fees, other: third party fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is REGAL INVESTMENT ADVISORS LLC?

REGAL INVESTMENT ADVISORS LLC has approximately 140 employees and manages $2.6B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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