Patricia
Hulbert
Regal Advisory Services, Inc
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About this Advisor
Patricia Hulbert is a financial advisor who works in Glenview, Illinois with a total of 11 years of industry experience. Hulbert works at Regal Advisory Services, Inc. They have worked at Regal Advisory Services, Inc for the entirety of their career. Hulbert has Series 63 and Series 65 licenses, qualifying them as both a securities agent and an investment advisor representative, and is approved to operate in Florida, New Jersey, Texas and Vermont. Regal Advisory Services, Inc is a registered investment firm based out of Glenview, IL. The company has offices in 13 locations and a total of 25 people on staff. It manages $92 million in total assets between its 265 client accounts, placing it among the smaller investment advisory firms in the nation by assets under management. Of its 265 customer accounts, just 13% are associated with high-net-worth clients who have more than $1 million in assets. The firm performs a number of services, including financial planning services, portfolio management for individuals and small businesses, pension consulting services and selection of other advisers. Financial management fees typically vary depending on the type of services offered. Fee types billed by Regal Advisory Services, Inc most likely include asset-based, hourly and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Regal Advisory Services, Inc Brokerage Details
$92,437,847
25
265
$348,822
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers
Patricia Hulbert Work History
Patricia has been registered as a financial advisor for 11 years.*
Regal Securities
*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 Patricia Hulbert 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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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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