Phillip Wayne Olney
Investment adviser representative at Regal Investment Advisors LLC
11 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
11 years in the industry.
- Regal Investment Advisors, LLCMar 2019 to now
- Regulus Financial Group, LLCMar 2019 to now
- American Senior BenefitsJan 2017 to now
- Woodbury Financial Services, Inc.Mar 2019 to Mar 2019
- Questar Asset ManagementFeb 2017 to Feb 2019
- Questar Capital CorporationFeb 2017 to Feb 2019
- National Planning CorporationApr 2008 to Jan 2017
Exams passed
- Series 63 · Uniform Securities Agent State Law2008
- Series 65 · Uniform Investment Adviser Law2011
State registrations
Registered as an investment adviser representative in 1 state (CA).
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
- 5519378
- Firm CRD
- 125004