Brian
Regan
Investment Research Corp
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About this Advisor
Brian Regan is a financial advisor based in Pittsburgh, Pennsylvania, working with Investment Research Corp. Brian has previously held a position at World Capital Brokerage, Inc. Brian has passed the Series 63 and Series 65 regulatory exams and is registered to provide services in Pennsylvania. Currently, Brian is part of Investment Research Corp, which operates out of Pittsburgh, Pennsylvania. The firm has 17 employees and manages assets totaling $52.0 million. The firm serves high-net-worth clients and offers services including financial planning services, portfolio management for individuals and small businesses, portfolio management for investment companies, portfolio management for institutional clients, and selection of other advisers. The fee structure at Investment Research Corp includes asset-based, hourly, and fixed fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Investment Research Corp Brokerage Details
$52,021,890
17
150
$346,813
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for investment companies
- Portfolio management for businesses or institutional clients
- Selection of other advisers
Brian Regan Work History
World Capital Brokerage, Inc
Disclosures
Please visit the SEC profile of Brian Regan 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 Investment Research Corp
Lago Vista, TX
Jacksonville, FL
Denver, CO
Pittsburgh, PA
York, PA
Denver, CO
Denver, CO
Denver, CO
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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