Sanjay
Bhargava
Regal Investment Advisors LLC
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About this Advisor
Sanjay Bhargava is a financial advisor based in Independence, Ohio, working with Regal Investment Advisors LLC. Sanjay has previously held positions at Securities America, Inc, Jk Investment Group, Inc, Arbor Point Advisors, Regal Investment Advisors, LLC, and Regulus, LLC. Sanjay has passed the Series 66 regulatory exam and is registered to provide services in Ohio. Currently, Sanjay is part of Regal Investment Advisors LLC, which operates out of Independence, Ohio. 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
Sanjay Bhargava Work History
Regal Investment Advisors, LLC
Regulus, LLC
Arbor Point Advisors
Securities America, Inc
Jk Investment Group, Inc
Disclosures
Please visit the SEC profile of Sanjay Bhargava 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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