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Regina K Kolkhorst

B. Riley Wealth Advisors, Inc.

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About Regina K Kolkhorst

Regina K. Kolkhorst is an investment advisor representative associated with B. Riley Wealth Advisors, Inc., and has been in the industry since 2020. Regina Kolkhorst is registered with the state of Texas. Regina Kolkhorst has Series 63, 65, 99TO, and SIE licenses. Regina Kolkhorst is associated with Fiduciary Financial Services Wealth Management. Regina Kolkhorst specializes in providing financial planning, pension consulting, educational seminars, selection of other advisers, portfolio management for businesses, and portfolio management for individuals.

Firm Information

Regina Kolkhorst is currently registered with B. Riley Wealth Advisors, Inc.. B. Riley Wealth Advisors, Inc. is a financial advisory firm with approximately $7.64 billion in regulatory assets under management. The firm offers financial planning, pension consulting, and educational seminars, and it provides portfolio management for individuals, businesses, and other investment advisers. The firm serves a variety of client types, including high-net-worth individuals, corporations, and pension and profit-sharing plans. B. Riley Wealth Advisors, Inc. is headquartered in Memphis, Tennessee.
B. Riley Wealth Advisors, Inc.

40 S. MAIN ST.

MEMPHIS, TN 38103

$7.65B

Assets Under Management

40

Total Clients

338

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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pension consulting services

Guidance on pension options to ensure a secure financial future.

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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 businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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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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Regina Kolkhorst’s Registration & Firm History

TX

09/21/2022 - Present

B. Riley Wealth Advisors, Inc. (Dallas TX)

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Licenses & Designations

BC

Issued 11/05/2022

Series 63 - Uniform Securities Agent State Law Examination

IA

Issued 09/17/2022

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 06/18/2020

Series 99TO - Operations Professional Examination

BC

Issued 09/14/2019

SIE - Securities Industry Essentials Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Regina K Kolkhorst.
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