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William Samuel Best

REGAL INVESTMENT ADVISORS LLC·KENTWOOD, Michigan
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2687 44TH STREET SE, KENTWOOD, MI 49512CRD# 6801123Firm CRD# 125004
01

About

William Samuel Best is a registered financial advisor based in KENTWOOD, Michigan, affiliated with REGAL INVESTMENT ADVISORS LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Wealth Management
Client Types
Individuals
High Net Worth Individuals
Nonprofits & Foundations
03

Firm Overview

Firm
REGAL INVESTMENT ADVISORS LLC
REGAL INVESTMENT ADVISORS LLC
AUM
$2.6B
Regulatory assets under management
Employees
140
Total firm employees
View all advisors at REGAL INVESTMENT ADVISORS LLC →
Services
Financial planning
Portfolio management (individuals)
Selection of other advisers
Publication of periodicals/newsletters
Security ratings or pricing services
Charitable organization or education services
04

Background

Compensation
Percentage of AUM
Hourly charges
Subscription fees
Other: THIRD PARTY FEES
Regulatory
SEC/IARD CRD# 6801123
Firm CRD# 125004
4 disclosures on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does William Samuel Best offer?
William Samuel Best specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in KENTWOOD, Michigan for a consultation.
What are William Samuel Best's credentials?
William Samuel Best is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is William Samuel Best located?
William Samuel Best 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 William Samuel Best charge for services?
William Samuel Best'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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Other advisors in KENTWOOD
John Anthony Kailunas — REGAL INVESTMENT ADVISORS LLCBrian Dale Yarch — REGAL INVESTMENT ADVISORS LLCDonald Nate Carlson — REGAL INVESTMENT ADVISORS LLCJames Carroll Tassoni — REGAL INVESTMENT ADVISORS LLCJeff Maxey — KMS INVESTMENT SERVICES, LLC
Nearby cities in Michigan
GRAND RAPIDS (173)BLOOMFIELD HILLS (163)SOUTHFIELD (139)ANN ARBOR (109)BIRMINGHAM (97)
City Guides
GRAND RAPIDS GuideBLOOMFIELD HILLS GuideSOUTHFIELD GuideANN ARBOR GuideBIRMINGHAM Guide
Research
Advisor Fees in MichiganNational Fee Analysis
Browse by specialty
Investment ManagementRetirement PlanningWealth ManagementFinancial PlanningFee-Only AdvisoryFinancial Education
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