Christos
Oakley
Regal Advisory Services, Inc
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About this Advisor
Christos Oakley is a financial advisor operating out of Orlando, Florida who has 5 years of industry experience. Oakley currently works for Regal Advisory Services, Inc. They have been with Regal Advisory Services, Inc for their whole career. Oakley has Series 65 and Series 63 licenses, qualifying them as both a securities agent and an investment advisor representative, and can advise clients in Florida. Regal Advisory Services, Inc is a business operating out of Glenview, IL. It has offices in 13 locations and a total of 25 employees. It administers $92 million in total assets between its 265 client accounts, making it one of the smaller firms in the country by assets under management. Of its 265 client accounts, just 13% are associated with high-net-worth individuals who have greater than $1 million in investable assets. The business provides a wide range of services, such as financial planning services, portfolio management for individuals and small businesses, pension consulting services and selection of other advisers. Fees for financial advisory services largely vary depending on the type of financial services offered. However, fee types charged by Regal Advisory Services, Inc can include some combination of 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
Christos Oakley Work History
Christos has been registered as a financial advisor for 5 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 Christos Oakley 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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