Richard
Miller

Regal Investment Advisors LLC

CRD#7276585
Investment Advisor
in Grand Rapids, MI

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About this Advisor

Richard Miller is a financial advisor based in Grand Rapids, Michigan, working with Regal Investment Advisors LLC. Richard has previously held positions at Modern Woodmen Of America, Cb Rentals Sc LLC, Capital Electric Supply, Clemson University, Mwa Financial Services Inc, Olympia Media Group, Regulus Financial Group, LLC, and Regal Investment Advisors. Richard has passed the Series 65 and Series 63 regulatory exams and is registered to provide services in South Carolina. Currently, Richard 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

Series 65, Series 63

Services Offered

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

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees, Others

Office Location

2687 44Th Street Se
Grand Rapids, MI 49512

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Regal Investment Advisors LLC Brokerage Details

Total Assets Under Management

$2,550,489,630

MI Average: $943,424,332
Total Number of Employees

140

MI Average: 21
Total Number of Accounts

12,870

MI Average: 1,586
Average Account Size

$198,173

MI Average: $594,845

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

Richard Miller Work History

2023 - Present (2 years)

Regulus Financial Group, LLC

2023 - Present (2 years)

Regal Investment Advisors

2019 - Present (6 years)

Cb Rentals Sc LLC

2020 - 2023 (3 years)

Mwa Financial Services Inc

2019 - 2023 (4 years)

Modern Woodmen Of America

2016 - 2019 (3 years)

Capital Electric Supply

2014 - 2016 (2 years)

Olympia Media Group

2011 - 2016 (5 years)

Clemson University

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Disclosures

Please visit the SEC profile of Richard Miller 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

Richard Law
Grand Rapids, MI
Christopher Peterson
Grand Rapids, MI
Alan Norton
Braintree, MA
Roger Godin
Independence, OH
Chad Reibold
San Dimas, CA
Mario Ruiz
Austin, TX
Thomas Norton
Grand Rapids, MI
Thomas Scotto
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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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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