Michael
Doherty
Regal Investment Advisors LLC
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About this Advisor
Michael Doherty is a financial advisor based in Grand Rapids, Michigan, working with Regal Investment Advisors LLC. Michael has previously held positions at Shorr Packaging Corp, The Allstate Corp, Marcus & Millichap, Elixir Solutions, Valparaiso University, Regulus Financial Group, and Regal Investment Advisors. Michael has passed the Series 66 regulatory exam and is registered to provide services in Ohio. Currently, Michael is part of Regal Investment Advisors LLC, which operates out of Grand Rapids, Michigan. 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
Michael Doherty Work History
Regulus Financial Group
Regal Investment Advisors
Marcus & Millichap
Elixir Solutions
The Allstate Corp
Shorr Packaging Corp
Valparaiso University
Disclosures
Please visit the SEC profile of Michael Doherty 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
San Dimas, CA
Independence, OH
Braintree, MA
Grand Rapids, MI
Austin, TX
Grand Rapids, MI
Grand Rapids, MI
Old Bridge, NJ
The content in this profile was updated by SmartAsset on 6/19/2024. 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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