Cassandra
Bezeau
Regal Investment Advisors LLC
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About this Advisor
Cassandra Bezeau is a financial advisor based in Monroe, Michigan with 1 year of relevant experience. Bezeau is on the advisory team at Regal Investment Advisors LLC. The advisor has gained experience at Edward Jones, Monroe County Community Credit Union, Regal Investment Advisors, LLC and Regulus Financial Group. Bezeau has a Series 66 license, qualifying them as both a securities agent and an investment advisor representative, and is approved to work in Michigan. Regal Investment Advisors LLC is a financial advisory business based out of Grand Rapids, MI. The firm has offices in 75 locations and a total of 112 people on staff. It oversees $2 billion in total assets among its 11,768 customer accounts, placing it among the biggest firms in the country by assets under management. The firm advises 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 performs a broad array of services, including 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. A financial advisor's fee schedules vary depending on which services the firm provides the client. Fees billed by Regal Investment Advisors LLC likely consist of 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
Cassandra Bezeau Work History
Cassandra has been registered as a financial advisor for 1 years.*
Regal Investment Advisors, LLC
Regulus Financial Group
Edward Jones
Monroe County Community Credit Union
*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 Cassandra Bezeau 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
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Grand Rapids, MI
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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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