linkedInfacebook
For AdvisorsLog InContact Us
Invested Better
Unclaimed

Unclaimed

Unclaimed

Thomas J Lee

Regal Investment Advisors LLC

Use our Financial Advisor Match Tool to find your ideal match.
UnclaimedThis information is unverified and unclaimed information. Are you Thomas? Claim Your Profile

About Thomas J Lee

Thomas Lee is a registered Investment Advisor Representative with Regal Investment Advisors LLC. Thomas is based in Danville, Virginia and has been in the financial industry since 2016. Thomas has passed both the Series 65 and the SIE exam. Thomas also serves as a Part-time Pastor for Pittsville Pentecostal Holiness Church in Gretna, Virginia. Regal Investment Advisors LLC is a registered investment advisor, offering financial planning, educational seminars, and portfolio management for individuals and businesses.

Firm Information

Thomas Lee is currently registered with Regal Investment Advisors LLC. Regal Investment Advisors LLC is an investment advisor with offices in KENTWOOD, MI. The firm manages $2,550,489,630 in regulatory assets under management. They provide financial planning, pension consulting, educational seminars, selection of other advisors, portfolio management for businesses, and portfolio management for individuals. The firm has 94 licensed agents, 117 investment advisor representatives, 77 registered representatives, and 117 investment advisory functions. They work with individuals, high-net-worth individuals, corporations or other businesses, pension and profit-sharing plans, charitable organizations, and individuals other than high-net-worth. They also participate in wrap fee programs.
Regal Investment Advisors LLC

2687 44TH STREET SE

KENTWOOD, MI 49512

$2.55B

Assets Under Management

73

Total Clients

118

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.

check

financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

check

pension consulting services

Guidance on pension options to ensure a secure financial future.

check

educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

check

selection of other advisors

Helps you choose top advisors aligned with your financial goals.

check

portfolio management for businesses

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

check

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.

check

fixed fees

Set rates for specific services, regardless of time or assets managed.

check

percentage of assets

A percentage of the total value of assets under management is charged.

check

other

Third party fees

Find Your Ideal Financial Advisor

1

Finding a financial advisor doesn’t have to be complicated. InvestedBetter’s free tool connects you with advisors who serve your area and fit your financial needs in just 5 minutes.

2

Your matches with an Advisor based on their qualifications and skills to help you achieve your financial goals. Get on the path to financial success today.

Thomas Lee’s Registration & Firm History

VA

07/18/2023 - Present

Regal Investment Advisors LLC (Danville VA)

Not sure if Thomas J Lee is right for you?

Licenses & Designations

IA

Issued 05/08/2023

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 10/01/2022

SIE - Securities Industry Essentials Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Thomas J Lee.
Not sure if Thomas J Lee is right for you?