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Mark Coverdale

Regal Advisory Services, Inc.

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About Mark Coverdale

Mark Coverdale is a financial advisor registered with Regal Advisory Services, Inc. with a professional background in the fields of construction, real estate, and property management. Mark has a strong understanding of financial markets and investment strategies, providing clients with personalized financial advice. He holds multiple Series licenses, including Series 7, 63, and 65, demonstrating his commitment to providing expert advice. Mark's services include financial planning, educational seminars, and portfolio management for individuals. Mark is committed to providing clients with tailored solutions to meet their unique financial needs.

Firm Information

Mark Coverdale 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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Mark Coverdale’s Registration & Firm History

IL

06/18/2024 - Present

Regal Advisory Services, Inc. (GLENVIEW IL)

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Licenses & Designations

IA

Issued 04/17/2024

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 02/02/2024

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 09/09/2023

Series 7TO - General Securities Representative Examination

BC

Issued 06/28/2023

SIE - Securities Industry Essentials Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

N

Nasdaq Stock Market

Disclosures

There are no public disclosures for Mark Coverdale.
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