Regal Investment Advisors LLC

Firm record

As recorded in SEC IAPD

Firm CRD

125004

SEC number

801-71923

Firm type

RIA

Assets under management

$2.9B as of May 18, 2026

Website

regal-lionshare.com ↗

Phone

616-224-2204

Address

2687 44th Street Se, Kentwood, MI, 49512

Advisors at this firm

99 in our index · page 1 of 2

• Donald Wayne AaronCRD 7163659 · Danville, VA
  IA Registered
• Paul M. BailleyCRD 4469159 · Greenville, SC
  IA Registered
• Keith Reeves BarronCRD 5868870 · Columbia, SC
  IA Registered
• Bari Walter BellCRD 1331450 · Traverse City, MI
  IA RegisteredBroker
  Disclosure event(s) on record
• Kevin William BerwaldCRD 2700217 · Grosse Ile, MI
  IA RegisteredBroker
• Cornelius Willem BoerkoelCRD 7790787 · Grand Rapids, MI
  IA RegisteredBroker
• Robert Jerry BoerkoelCRD 2266176 · Grand Rapids, MI
  IA RegisteredBroker
• Gregory Peter BrickCRD 2842477 · Oviedo, FL
  IA RegisteredBroker
  Disclosure event(s) on record
• Anthony Joseph BurekCRD 5857474 · Monroe, MI
  IA Registered
• Emily Joy BustraanCRD 5769914 · Grand Rapids, MI
  IA RegisteredRegistration inactive
• Cassandra BezeauCRD 7246049 · Monroe, MI
  IA RegisteredBroker
• Thomas Jack BonningtonCRD 6804667 · Dripping Springs, TX
  IA RegisteredBroker
• Anthony BurtonCRD 6803730 · Praireville, LA
  IA Registered
• Ericka ButlerCRD 7424238 · North Haven, CT
  IA RegisteredBroker
• Donald Nate CarlsonCRD 2903454 · Kentwood, MI
  IA RegisteredBroker
  Disclosure event(s) on record
• Heather Renee ChristmannCRD 5630010 · Kentwood, MI
  IA RegisteredBroker
• Melissa Marie ClementsCRD 4854898 · Monroe, MI
  IA RegisteredBroker
• Lee Charles ColeCRD 4772324 · Kentwood, MI
  IA RegisteredBroker
• Paul Russell CunninghamCRD 3135436 · Denver, CO
  IA RegisteredRegistration inactive
• David Evans DecesareCRD 2699703 · Peabody, MA
  IA RegisteredBroker
  Disclosure event(s) on record
• James Brian DillonCRD 5148845 · Plymouth, IN
  IA RegisteredBroker
• Thomas Anthony DittaCRD 1304018 · Monroe, LA
  IA RegisteredBroker
• Sidney Joseph DufresneCRD 2471091 · River Rouge, LA
  IA RegisteredBroker
  Disclosure event(s) on record
• Ralph Edma DesireCRD 8141924 · Naples, FL
  IA Registered
• Jason Tyler EagleCRD 5650869 · Atlanta, GA
  IA RegisteredRegistration inactive
• Shawn Christian EverettCRD 4653270 · Estero, FL
  IA RegisteredBroker
  Disclosure event(s) on record
• Kaponotuitalau FaitauCRD 6910720 · Kapolei, HI
  IA RegisteredBroker
• James Allen FischerCRD 1594785 · Pewaukee, WI
  IA RegisteredBroker
• Scott Richard FlynnCRD 3150308 · Fort Worth, TX
  IA Registered
• Jordan David FischerCRD 6642451 · Kentwood, MI
  IA RegisteredBroker
  Disclosure event(s) on record
• Robert John GearyCRD 852622 · San Antonio, TX
  IA Registered
  Disclosure event(s) on record
• Jeffrey Lloyd GibbensCRD 1482752 · Erie, PA
  IA RegisteredBroker
  Disclosure event(s) on record
• Samuel Troy GrezaffiCRD 2220555 · Livonia, LA
  IA RegisteredBroker
• Carlos Alberto GuzmanCRD 4948028 · West Covina, CA
  IA Registered
  Disclosure event(s) on record
• Olivia GeigerCRD 7184910 · Kentwood, MI
  IA RegisteredBroker
• James Steven HammondCRD 4576362 · Lexington, KY
  IA RegisteredBroker
• Scott Phillip HansonCRD 4976517 · Brookfield, WI
  IA RegisteredBroker
  Disclosure event(s) on record
• John Richard HemenwayCRD 1103827 · Houston, TX
  IA RegisteredBroker
  Disclosure event(s) on record
• Tamara Leah HigginsCRD 4018847 · West Chester, PA
  IA RegisteredBroker
• Terry Dean HollarCRD 1584024 · Hickory, NC
  IA RegisteredBroker
  Disclosure event(s) on record
• Alex Jay HossinkCRD 6588457 · Kentwood, MI
  IA RegisteredBroker
• Christopher James HoxieCRD 6056816 · Chico, CA
  IA RegisteredBroker
• Steven Edward HarriganCRD 7208133 · Blue Bell, PA
  IA Registered
• Rafat Jadon JadonCRD 2275857 · Stuart, FL
  IA RegisteredBroker
• Mark Andrew JonesCRD 3215179 · Capron, IL
  IA RegisteredBroker
• John Anthony KailunasCRD 2048289 · Kentwood, MI
  IA RegisteredBroker
  Disclosure event(s) on record
• Carl Andrew KeilCRD 5346620 · St. Petersburg, FL
  IA RegisteredBroker
• John Dennis KellyCRD 1531103 · Monroe, LA
  IA RegisteredBroker
• Trevor S KurthCRD 6287196 · Pewaukee, WI
  IA RegisteredBroker
• Joseph B KindigCRD 6934394 · Kalamazoo, MI
  IA RegisteredRegistration inactive

Source & corrections

Where this page comes from

Advisor registration data on this site is reproduced from the SEC's Investment Adviser Public Disclosure (IAPD) system and FINRA's BrokerCheck. Those systems are the official records; this site is not. We do not alter the factual content of the records we reproduce.

Data compiled Aug 20, 2026. Source: ADV_BULK. Your use of BrokerCheck data reproduced here is subject to FINRA's Terms of Use.