Dave
Stanfield
Regal Investment Advisors LLC
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About this Advisor
Dave Stanfield is a financial advisor working in Grand Rapids, Michigan who has 8 years of relevant experience. Stanfield currently works for Regal Investment Advisors LLC. Stanfield has gained experience at Regal Investment Advisors, Fidelity Brokerage Services, LLC and Regulus Advisors. Stanfield has Series 63 and Series 66 licenses, designating them as a securities agent, and is able to advise clients in Arizona and Washington. Regal Investment Advisors LLC is a financial advisory company that has its headquarters in Grand Rapids, MI. It has offices in 75 locations and a total of 112 financial advisors. It controls $2 billion in assets across its 11,768 client accounts, placing it among the biggest financial advisory firms in the nation by assets under management. The firm serves five charitable organizations. Of its 11,768 customer accounts, just 5% are associated with high-net-worth clients who have more than $1 million in assets available to invest. Regal Investment Advisors LLC provides a wide array 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. Financial management fee schedules largely depend on which services are offered. However, fee types billed by Regal Investment Advisors LLC most likely are comprised of any blend 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
Dave Stanfield Work History
Dave has been registered as a financial advisor for 8 years.*
Regal Investment Advisors
Regulus Advisors
Fidelity Brokerage Services, LLC
*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 Dave Stanfield 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
Grand Rapids, MI
Grand Rapids, MI
Grand Rapids, MI
Grand Rapids, MI
Monroe, MI
Bellevue, WA
Independence, OH
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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