Alan
Toman
Regal Investment Advisors LLC
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About this Advisor
Alan Toman is a financial advisor based in Los Angeles, California who has 5 years of relevant experience. Toman is on the advisory team at Regal Investment Advisors LLC. During their career, Toman has held roles at Bankers Life And Casualty, Direct Access, Bankers Life Securities Inc, Lincoln Financial Securities Corporation, Regulus, LLC, American Senior Benefits and Regal Investment Advisors, LLC. Toman maintains Series 63 and Series 65 licenses, which qualify them as both a securities agent and an investment advisor representative, and is able to work in California. Regal Investment Advisors LLC is an advisory firm operating out of Grand Rapids, MI. The company has offices in 75 locations and a total of 112 people on staff. It has $2 billion in assets across its 11,768 accounts, placing it among the biggest investment advisory firms in the country by assets under management. The firm serves five charitable organizations. Of its 11,768 client accounts, just 5% belong to high-net-worth individuals who have greater than $1 million in assets available to invest. The business offers a number of services, including financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, selection of other advisers and educational seminars. Fees charged by financial advisors are based on which service is provided. Fees billed by Regal Investment Advisors LLC likely consist of any combination of asset-based, hourly, fixed and other fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Regal Investment Advisors LLC Brokerage Details
$2,042,753,790
112
11,768
$173,585
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Pension consulting services
- Selection of other advisers
- Educational seminars/workshops
Alan Toman Work History
Alan has been registered as a financial advisor for 5 years.*
Regulus, LLC
Regal Investment Advisors, LLC
American Senior Benefits
Lincoln Financial Securities Corporation
Bankers Life Securities Inc
Bankers Life And Casualty
Direct Access
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Alan Toman to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Regal Investment Advisors LLC
Grand Rapids, MI
Grand Rapids, MI
Grand Rapids, MI
Grand Rapids, MI
Independence, OH
Monroe, MI
Grand Rapids, MI
Grand Rapids, MI
The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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