Phillip Max Owens
Investment adviser representative at Regal Investment Advisors LLC
14 yearsExperience
1 stateRegistered in
ChFC®Designation
$2.9BFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat feeOther
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
- Seminars and workshops
Experience
14 years in the industry.
- Regal Investment Advisors, LLCNov 2023 to now
- Regulus Financial Group, LLCNov 2023 to now
- Woodbury Financial Services, Inc.Mar 2019 to Nov 2023
- Questar Asset ManagementSep 2012 to Mar 2019
- Questar Capital CorporationSep 2012 to Mar 2019
Designations
- ChFC®
Exams passed
- Series 63 · Uniform Securities Agent State Law1987
State registrations
Registered as an investment adviser representative in 1 state (MI).
Regal Investment Advisors LLC
$2.9BAssets managed
8,302Clients
118Advisers
15 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 1697253
- Firm CRD
- 125004