REGAL ADVISORY SERVICES, INC.

WOODLAND HILLS, California·2 registered advisors·CRD# 119445
SEC# 801-61358818-610-0079
01

Firm Overview

AUM
$48M
Regulatory assets under management
Employees
6
Total firm employees
Advisors
2
Registered representatives
02

Services & Fees

Advisory Services
Financial planning
Portfolio management (individuals)
Security ratings or pricing services
Compensation
Percentage of AUM
Hourly charges
Subscription fees
Other: THIRD PARTY FEES
03

Specialties

Financial PlanningInvestment Management
04

Advisors at REGAL ADVISORY SERVICES, INC.

2 registered advisors
Jason Thomas Griffin
WOODLAND HILLS, California
Lisa Marie Lyons
WOODLAND HILLS, California
05

Office Locations

WOODLAND HILLS, California
2 advisors

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Data sourced from SEC Form ADV filings. REGAL ADVISORY SERVICES, INC. (CRD# 119445) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.