George
Bokios
Regal Advisory Services, Inc
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About this Advisor
George Bokios is a financial advisor based in Fort Myers, Florida, working with Regal Advisory Services, Inc. George has previously held positions at Board Broker Services, Inc, Board Broker Services, and Regal Securities. George has passed the Series 63 regulatory exam and is registered to provide services in California. Currently, George is part of Regal Advisory Services, Inc, which operates out of Fort Myers, Florida. The firm has 13 offices and 24 employees. The firm manages assets totaling $108.8 million and serves high-net-worth clients. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, selection of other advisers, and educational seminars. The fee structure at Regal Advisory Services, Inc includes asset-based, hourly, and fixed fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Regal Advisory Services, Inc Brokerage Details
$108,836,225
24
284
$383,226
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers
- Educational seminars/workshops
George Bokios Work History
Regal Securities
Board Broker Services,Inc
Board Broker Services
Disclosures
Please visit the SEC profile of George Bokios 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 Advisory Services, Inc
Glenview, IL
Manasquan, NJ
Fort Myers, FL
Bryan, TX
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Glenview, IL
Knoxville, TN
The content in this profile was updated by SmartAsset on 6/19/2024. 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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