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George Bokios

Regal Advisory Services, Inc.

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About George Bokios

George Bokios is an active investment advisor representative with Regal Advisory Services, Inc. George has been in the industry since 1980. George holds the Series 4, 7, 24, 27, 63, 79, 99, and SIE licenses and is registered in California, Florida, Illinois, New Jersey, and New York.

Firm Information

George Bokios 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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George Bokios’s Registration & Firm History

FL

07/26/2006 - Present

Regal Advisory Services, Inc. (FT. MYERS FL)

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Licenses & Designations

BC

Issued 02/04/1986

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 01/02/2023

Series 27 - Financial and Operations Principal Examination

BC

Issued 03/24/1981

Series 24 - General Securities Principal Examination

BC

Issued 03/09/1981

Series 4 - Registered Options Principal Examination

BC

Issued 10/29/1980

F04 - Financial Principal Examination

BC

Issued 01/02/2023

Series 79TO - Investment Banking Registered Representative Examination

BC

Issued 01/02/2023

Series 99TO - Operations Professional Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 11/15/1980

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

N

Nasdaq Stock Market

Disclosures

There are no public disclosures for George Bokios.
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