Jon
Mccardle
Regal Investment Advisors LLC
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About this Advisor
Jon Mccardle is a financial advisor based in Lafayette, Indiana, working with Regal Investment Advisors LLC. Jon has previously held positions at American Portfolios Financial Services Inc, Regal Investment Advisors, LLC, and Regulus Financial Group, LLC. Jon has passed the Series 63 and Series 65 regulatory exams and is registered to provide services in Indiana. Currently, Jon is part of Regal Investment Advisors LLC, which operates out of Lafayette, Indiana. 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
Jon Mccardle Work History
Regulus Financial Group, LLC
Regal Investment Advisors, LLC
American Portfolios Financial Services Inc
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.
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