Jon
Mccardle

Regal Investment Advisors LLC

CRD#4369983
Investment Advisor
in Lafayette, IN

Answer a few questions and
get matched with an advisor.

Find an Advisor

About this Advisor

Jon Mccardle is a financial advisor who works in Lafayette, Indiana with a total of 11 years of relevant experience. Mccardle is on the advisory team at Regal Investment Advisors LLC. Their career trajectory has included roles at American Portfolios Financial Services Inc, Regal Investment Advisors, LLC and Regulus Financial Group, LLC. Mccardle has Series 63 and Series 65 licenses, certifying them as both a securities agent and an investment advisor representative, and is registered to advise clients in Indiana. Regal Investment Advisors LLC is a company that has its headquarters in Grand Rapids, MI. The firm has offices in 75 locations and a total of 112 employees. It has $2 billion in assets between its 11,768 accounts, placing it among the largest firms in the country by assets under management. The firm advises five charities and foundations. Of its 11,768 customer accounts, just 5% are associated with high-net-worth individuals who have greater than $1 million in investable assets. Regal Investment Advisors LLC has a number of services, such as 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 for financial management vary depending on which services the firm provides the client. Fees billed by Regal Investment Advisors LLC likely are comprised of asset-based, hourly, fixed and other fees.

Certifications and Registrations

Series 63, Series 65

Years Registered*

11 years

Services Offered

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

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees, Others

Office Location

310 Ferry Street
Lafayette, IN 47901

Not sure which advisor is right for you? Use our matching tool.

Our matching tool simplifies the process of finding a financial advisor. To match you with top financial advisors nearby, we ask you a series of questions about your retirement plans, life status, investment goals and advisor preferences, which are all important topics to consider when choosing a financial advisor. Based on that information, we match you with financial advisors near you who suit your needs. Our matching tool has connected more individuals with financial advisors than any other service in the U.S. Click here to get matched with an advisor today.

Regal Investment Advisors LLC Brokerage Details

Total Assets Under Management

$2,042,753,790

IN Average: $943,424,332
Total Number of Employees

112

IN Average: 21
Total Number of Accounts

11,768

IN Average: 1,586
Average Account Size

$173,585

IN Average: $594,845

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

Jon Mccardle Work History

Jon has been registered as a financial advisor for 11 years.*

2015 - Present (9 years)

Regulus Financial Group, LLC

2012 - Present (12 years)

Regal Investment Advisors, LLC

2012 - 2014 (2 years)

American Portfolios Financial Services Inc

*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 Jon Mccardle 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

Robert Palma
Grand Rapids, MI
Marina Peacock
Grand Rapids, MI
Lee Cole
Grand Rapids, MI
Matthew Schiller
Independence, OH
Jon Erickson
Bellevue, WA
Benjamin Westin
Grand Rapids, MI
Anthony Burek
Monroe, MI
Todd Reno
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.

The named financial professional and firm have not reviewed, approved, or endorsed this profile and are not responsible for its accuracy. Profile content is produced by SmartAsset independently of any business relationships that might exist between SmartAsset and the named financial professional and firm. Financial professionals and firms having business relationships with SmartAsset receive no special treatment or consideration in SmartAsset’s profiles.

This profile may include a firm or advisor that has a business relationship with SmartAsset, in which SmartAsset is compensated for lead referrals. SmartAsset is not a client of the aforementioned firms or advisors. SmartAsset did not receive compensation for including any of the firms or advisors in the aforementioned profile.

This page contains links to SmartAsset’s financial advisor matching tool, which may or may not match you with the advisor or firm mentioned in this profile. The matching tool does not include all available advisors and firms and matches based on specific criteria (investable assets, geography, and willingness to work with a remote advisor).

Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

Let us help match you with the right financial advisor for your needs.

Answer a few questions to get a personalized match.
Get started