Tiffany
Boval
Regal Investment Advisors LLC
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About this Advisor
Tiffany Boval is a financial advisor who works out of Grand Rapids, Michigan with 3 years of relevant experience. Boval is currently employed by Regal Investment Advisors LLC. Throughout their career, they have worked at Citizens Bank, Keybank, Key Investment Services LLC, Key Investment Services, LLC, Securities America, Inc, Arbor Point Advisors, Regulus Advisors, LLC and Regal Investment Advisors, LLC. Boval holds Series 63 and Series 66 licenses, which qualify them as a securities representative, and is approved to operate in Ohio. Regal Investment Advisors LLC is an advisory firm operating out of Grand Rapids, MI. The firm has offices in 75 locations and a total of 112 people on staff. It controls $2 billion in assets under management across its 11,768 client accounts, making it one of the largest firms in the nation by assets under management. The firm advises five charitable organizations. Of its 11,768 client accounts, just 5% are associated with high-net-worth investors who have greater than $1 million in assets available to invest. Regal Investment Advisors LLC offers a wide set 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. Fees for financial advice usually depend on the type of financial services offered. However, fee types billed by Regal Investment Advisors LLC likely consist of some 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
Tiffany Boval Work History
Tiffany has been registered as a financial advisor for 3 years.*
Regulus Advisors, LLC
Regal Investment Advisors, LLC
Securities America, Inc
Arbor Point Advisors
Key Investment Services, LLC
Key Investment Services, LLC
Keybank
Keybank
Key Investment Services LLC
Citizens Bank
*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 Tiffany Boval 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
Independence, OH
Monroe, MI
Grand Rapids, MI
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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