Daniel
Ruble
Regal Investment Advisors LLC
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About this Advisor
Daniel Ruble is a financial advisor working in Grand Rapids, Michigan with 4 years of relevant experience. Ruble works at Regal Investment Advisors LLC. During their career, Ruble has held roles at Edward Jones, Envoy Airlines, Gold Star Mortgage Financial Group, Corp, Realico, Faa and Regal Holdings, LLC. Ruble holds a Series 66 license, which qualifies them as both a securities agent and an investment advisor representative, and is registered to operate in Ohio. Regal Investment Advisors LLC is an advisory business that has its headquarters in Grand Rapids, MI. The firm has offices in 75 locations and a total of 112 advisors. It controls $2 billion in assets under management among its 11,768 customer accounts, placing it among the largest firms in the country by assets under management. The firm provides services to five charities and foundations. Of its 11,768 customer accounts, just 5% are held by high-net-worth clients who have greater than $1 million in investable assets. The company offers a broad range 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 fees largely are based on the type of financial services offered. Fees charged by Regal Investment Advisors LLC can be comprised of any 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
Daniel Ruble Work History
Daniel has been registered as a financial advisor for 4 years.*
Regal Holdings, LLC
Faa
Realico
Edward Jones
Envoy Airlines
Gold Star Mortgage Financial Group, Corp
*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 Daniel Ruble 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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