Shiqi Wang
Investment adviser representative at Regal Investment Advisors LLC
9 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
9 years in the industry.
- Regal Investment Advisors, LLCDec 2024 to now
- Regulus Financial Group, LLCDec 2024 to now
- Private Advisor Group, LLCApr 2024 to Nov 2024
- LPL Financial, LLCJun 2023 to Nov 2024
- Waggoner FinancialJun 2023 to Nov 2024
- Aspect Wealth ManagementJun 2022 to May 2023
- University of Texas At San AntonioAug 2021 to May 2023
- UnemploymentFeb 2021 to Aug 2021
- First Leaf English Education InstitutionFeb 2020 to Feb 2021
- UnemploymentJun 2019 to Feb 2020
- Jiangsu Normal UniversitySep 2015 to Jun 2019
Exams passed
- Series 66 · Uniform Combined State Law2024
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
- 7560356
- Firm CRD
- 125004