Michael
Morrison
Regal Investment Advisors LLC
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About this Advisor
Michael Morrison is a financial advisor based in Fountain Valley, California, working with Regal Investment Advisors LLC. Michael has previously held positions at Financial Advisers Of America, LLC and Regal Investment Advisors, LLC. Michael has passed the Series 63 and Series 65 regulatory exams and is registered to provide services in California. Currently, Michael is part of Regal Investment Advisors LLC, which operates out of Fountain Valley, California. The firm has 77 offices and 140 employees. The firm manages assets totaling $2.6 billion and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include 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. The fee structure at Regal Investment Advisors LLC includes asset-based, hourly, fixed, and other fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Regal Investment Advisors LLC Brokerage Details
$2,550,489,630
140
12,870
$198,173
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
Michael Morrison Work History
Regal Investment Advisors, LLC
Financial Advisers Of America, LLC
Disclosures
Please visit the SEC profile of Michael Morrison to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
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