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Allen Gould Regan

Vistica Wealth Advisors, LLC

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About Allen Gould Regan

Allen Regan is a financial advisor who has been active in the industry since 2009. Allen Regan is currently registered with Vistica Wealth Advisors, LLC in California and Mississippi. Allen Regan has a Series 7 and Series 66 license. Allen Regan also holds the Certified Financial Planner designation. Allen Regan has experience in a variety of financial services, including portfolio management, financial planning, and pension consulting. Allen Regan specializes in providing financial services to individuals and high-net-worth individuals. Allen Regan is committed to helping clients achieve their financial goals.

Firm Information

Allen Regan is currently registered with Vistica Wealth Advisors, LLC. Vistica Wealth Advisors, LLC is a registered investment advisor based in Carlsbad, CA. The firm provides financial planning, portfolio management for individuals, selection of other advisers, and pension consulting services. They manage approximately $103 million in assets for 287 accounts, primarily for high-net-worth individuals, individuals other than high-net-worth, and pension and profit-sharing plans.
Vistica Wealth Advisors, LLC

2121 PALOMAR AIRPORT ROAD

CARLSBAD, CA 92011

$103.48M

Assets Under Management

Not reported

Total Clients

3

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Allen Regan’s Registration & Firm History

CA

10/21/2022 - Present

Vistica Wealth Advisors, LLC (CARLSBAD CA)

MS

08/31/2009 - 08/24/2010

CAMBRIDGE INVESTMENT RESEARCH, INC. (HATTIESBURG MS)

MS

06/10/2009 - 08/31/2009

MUTUAL SERVICE CORPORATION (HATTIESBURG MS)

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Licenses & Designations

BOTH

Issued 04/24/2009

Series 66 - Uniform Combined State Law Examination

BC

Issued 06/05/2009

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Allen Gould Regan.
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