Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Carlos? Claim Your ProfileCarlos Guzman is a registered Investment Advisor Representative with Regal Investment Advisors LLC. Carlos is based in San Dimas, CA and has been in the industry since 2013. Carlos specializes in working with high net worth individuals, corporations, pension and profit sharing plans, and charitable organizations. Carlos is also the president of CKG Insurance Agency Inc. where he sells life insurance products and fixed/indexed annuities.
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.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
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.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
Third party fees
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CA
11/19/2018 - Present
Regal Investment Advisors LLC (San Dimas CA)
IA
Issued 04/27/2017
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
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