Lisa Tursi
Investment adviser representative at Regal Investment Advisors LLC
16 yearsExperience
1 stateRegistered in
$2.9BFirm assets
15 yearsFirm in business
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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
16 years in the industry.
- One80 IntermediariesJan 2026 to now
- Regal Investment Advisors, LLCOct 2025 to now
- Regulus Financial Group, LLCOct 2025 to now
- Capital Analysts, LLCDec 2017 to Oct 2025
- Lincoln Investment Planning, LLCAug 2010 to Oct 2025
Exams passed
- Series 63 · Uniform Securities Agent State Law1994
- Series 65 · Uniform Investment Adviser Law2013
State registrations
Registered as an investment adviser representative in 1 state (MA).
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
- 2508206
- Firm CRD
- 125004