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Brian Dale Yarch

Investment adviser representative at Regal Investment Advisors LLC
26 yearsExperience
2 statesRegistered 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

26 years in the industry.

  1. Regal Investment Advisors LLCJul 2010 to now
  2. Regulus Financial Group, LLCOct 2009 to now
  3. Duece Inc.Apr 2003 to now
  4. Regal Financial GroupJan 2000 to now
  5. Bright Owl Investment AdvisorsDec 2014 to Feb 2018

Designations

  • ChFC®

Exams passed

  • Series 63 · Uniform Securities Agent State Law2000
  • Series 65 · Uniform Investment Adviser Law2001

State registrations

Registered as an investment adviser representative in 2 states (MI, TX).

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
4075003
Firm CRD
125004
Advisor's SEC record (opens in a new tab)
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