Benjamin
Westin
Regal Investment Advisors LLC
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About this Advisor
Benjamin Westin is a financial advisor operating out of Grand Rapids, Michigan with a total of 4 years of industry experience. Westin is on the advisory team at Regal Investment Advisors LLC. Their career trajectory has included roles at Morgan Stanley, Pond Hill Farm, Michigan Nonprofit Association, Avenue Auto Used Cars And Service Center, Morgan Stanley Private Bank, N.A and Regal Financial Group. Westin has a Series 66 license, certifying them as both a securities agent and an investment advisor representative, and is registered to advise clients in Michigan and Ohio. Regal Investment Advisors LLC is a registered investment company that has its headquarters in Grand Rapids, MI. The company has offices in 75 locations and a total of 112 people on staff. It oversees $2 billion in assets under management among its 11,768 customer accounts, making it one of the biggest investment advisory firms in the nation by assets under management. The firm provides financial advisory services to five charities and foundations. Of its 11,768 client accounts, just 5% belong to high-net-worth investors who have at least $1 million in investable assets. Regal Investment Advisors LLC offers 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 typically vary depending on which services are provided. Fee types billed by Regal Investment Advisors LLC may include some combination of asset-based, hourly, fixed and other fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Regal Investment Advisors LLC Brokerage Details
$2,042,753,790
112
11,768
$173,585
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
Benjamin Westin Work History
Benjamin has been registered as a financial advisor for 4 years.*
Regal Financial Group
Morgan Stanley
Morgan Stanley Private Bank, N.A
Avenue Auto Used Cars And Service Center
Pond Hill Farm
Michigan Nonprofit Association
*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 Benjamin Westin 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
Monroe, MI
Grand Rapids, MI
Grand Rapids, MI
Bellevue, WA
Grand Rapids, MI
Grand Rapids, MI
Grand Rapids, MI
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.
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