Regal Investment Advisors

www.regalria.com

Regal Investment Advisors is independent, innovative and most importantly integrity based. With our open architecture approach, we have helped transition numerous Independent RIAs and IARs onto one of 4 custodian platforms (Fidelity, TD Ameritrade, Pershing, and or Schwab). Our affiliates enjoy the piece of mind knowing that they are independent, and aligned with a progressive organization. They can in turn focus on what’s most important to their clients and their business instead of the mundane nuances of running your own RIA.

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Regal Investment Advisors is independent, innovative and most importantly integrity based. With our open architecture approach, we have helped transition numerous Independent RIAs and IARs onto one of 4 custodian platforms (Fidelity, TD Ameritrade, Pershing, and or Schwab). Our affiliates enjoy the piece of mind knowing that they are independent, and aligned with a progressive organization. They can in turn focus on what’s most important to their clients and their business instead of the mundane nuances of running your own RIA.

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Country

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State

Michigan

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City (Headquarters)

Kentwood

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Founded

2000

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Estimated Revenue

$10,000,000 to $50,000,000

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Social

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Potential Decision Makers

  • Partner / Executive Vice President

    Email ****** @****.com
    Phone (***) ****-****
  • Founder / Chief Executive Officer

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    Phone (***) ****-****
  • Portfolio Manager

    Email ****** @****.com
    Phone (***) ****-****
  • Investment Advisor

    Email ****** @****.com
    Phone (***) ****-****

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