Allen Gould Regan
Investment adviser representative at Vistica Wealth Advisors, LLC
11 yearsExperience
2 statesRegistered in
CFP® certificationDesignation
$260.1MFirm assets
Are you Allen Gould Regan? Claim your profile
Contact this firm
How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
11 years in the industry.
- Main Street United Methodist ChurchJul 2023 to now
- Vistica Wealth Advisors, LLCOct 2020 to now
- Diamondhead United Methodist ChurchSep 2022 to Jun 2023
- Peirce Capital Management, LLCJun 2019 to Jan 2021
- Merit Wealth Management, LLCDec 2018 to Dec 2019
- Lifeguard Wealth, LLCJun 2018 to Aug 2023
- Hausman Advisors, LLCJun 2018 to Feb 2023
- Allen Regan, CFP, LLCMay 2018 to Jan 2025
- Cogent Advisor LLCDec 2015 to Dec 2019
Designations
- CFP® certification
Exams passed
- Series 66 · Uniform Combined State Law2009
State registrations
Registered as an investment adviser representative in 2 states (CA, MS).
Vistica Wealth Advisors, LLC
$260.1MAssets managed
122Clients
4Advisers
5 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
- 5282338
- Firm CRD
- 147297