Unclaimed
Shane S. Price is an Investment Advisor Representative with Regal Investment Advisors LLC. Shane is registered with the state of Arizona. Shane is an Investment Advisor Representative with over 11 years of experience in the financial services industry. Shane has a Series 65 license and has been active in the industry since 2010. Shane has worked with Xybix Systems, HiOssen, QuickInsured, LinCare and The Cunningham Group. The Cunningham Group is a separate business of Shane Price, and Shane is also an insurance agent.
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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AZ
06/26/2024 - Present
Regal Investment Advisors LLC (Litchfield Park AZ)
IA
Issued 01/11/2024
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
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