REGAL INVESTMENT ADVISORS LLC

KENTWOOD, Michigan·8 registered advisors·CRD# 125004
SEC# 801-7192377616-224-2204
01

Firm Overview

AUM
$2.6B
Regulatory assets under management
Employees
140
Total firm employees
Advisors
8
Registered representatives
02

Services & Fees

Advisory Services
Financial planning
Portfolio management (individuals)
Selection of other advisers
Publication of periodicals/newsletters
Security ratings or pricing services
Charitable organization or education services
Compensation
Percentage of AUM
Hourly charges
Subscription fees
Other: THIRD PARTY FEES
03

Specialties

Financial PlanningInvestment ManagementWealth Management
04

Advisors at REGAL INVESTMENT ADVISORS LLC

8 registered advisors
Benjamin Eric Westin
KENTWOOD, Michigan
Brian Dale Yarch
KENTWOOD, Michigan
Donald Nate Carlson
KENTWOOD, Michigan
James Carroll Tassoni
KENTWOOD, Michigan
John Anthony Kailunas
KENTWOOD, Michigan
Joseph Lawrence Taunt
KENTWOOD, Michigan
Thomas Jack Bonnington
KENTWOOD, Michigan
William Samuel Best
KENTWOOD, Michigan
05

Office Locations

KENTWOOD, Michigan
8 advisors

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Data sourced from SEC Form ADV filings. REGAL INVESTMENT ADVISORS LLC (CRD# 125004) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.