Unclaimed
Christopher Comstock is an investment advisor representative with Regency Investment Advisors Inc. Christopher is registered in California and Texas. Christopher is licensed in the state of California with a Series 65 license, and has 14 years of experience in the industry. Regency Investment Advisors Inc. is a registered investment advisor with a focus on financial planning, pension consulting, and portfolio management for individuals and businesses. The firm manages approximately $877 million in assets.
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.
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.
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CA
09/07/2022 - Present
Regency Investment Advisors Inc. (FRESNO CA)
IA
Issued 07/19/2008
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
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