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Basil George Joseph

Regal Advisory Services, Inc.

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About Basil George Joseph

Basil Joseph is a financial advisor currently registered with Regal Advisory Services, Inc.. Basil has been in the industry since July 2006. Basil is registered in Minnesota. Basil Joseph holds a Series 63 and a Series 65 license. Basil is also the owner/president of Budget Sign Shop, Inc. Basil's current registrations are: * **Regal Advisory Services, Inc.** - Investment Adviser Representative (Approved, MN - 2024-10-21)

Firm Information

Basil Joseph is currently registered with Regal Advisory Services, Inc.. Regal Advisory Services, Inc. is an investment advisor based in GLENVIEW, IL. They offer a variety of services, including financial planning, educational seminars, selection of other advisors, and portfolio management for individuals and corporations. The firm manages approximately $108.8 million in assets for 284 clients, including high-net-worth individuals, corporations, and individuals other than high-net-worth. They have a team of 24 investment adviser representatives and 21 registered representatives.
Regal Advisory Services, Inc.

950 NORTH MILWAUKEE AVENUE

GLENVIEW, IL 60025-3771

$108.84M

Assets Under Management

1

Total Clients

24

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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educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

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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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Basil Joseph’s Registration & Firm History

MN

10/21/2024 - Present

Regal Advisory Services, Inc. (Minneapolis MN)

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Licenses & Designations

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Basil George Joseph.
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