Trey Gilbert
Investment adviser representative at Regal Investment Advisors LLC
12 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
12 years in the industry.
- Regal Investment Advisors LLCFeb 2026 to now
- Regulus Financial GroupFeb 2026 to now
- Ameriprise Financial Services, LLCJul 2025 to Feb 2026
- Equitable Advisors LLCJul 2024 to Apr 2025
- Thermotron IndustriesMar 2023 to Jul 2025
- SpendmendJul 2022 to Mar 2023
- Bankers LifeMay 2022 to Aug 2022
- Michigan Polymer ReclaimMay 2022 to Aug 2022
- Honor BankMay 2021 to Aug 2021
- Bainbridge ManufacturingSep 2020 to Apr 2022
- Davenport UniversityAug 2020 to Dec 2022
- Ferris State UniversitySep 2019 to Apr 2020
- Team Elmers ConcreteJun 2019 to Aug 2020
- Arcadia Bluffs Golf CourseMay 2019 to Jun 2019
- Correct Compression Inc.Jun 2017 to Aug 2018
- McdonaldsApr 2017 to May 2017
- Chestnut Hills Golf CourseMay 2015 to Aug 2017
- Bear Lake SchoolsJul 2014 to May 2019
Exams passed
- Series 66 · Uniform Combined State Law2025
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
- 7962557
- Firm CRD
- 125004