Ralph Edma Desire
Investment adviser representative at Regal Investment Advisors LLC
10 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
10 years in the industry.
- Regal Investment Advisors, LLCOct 2025 to now
- Bettrlife Financial Services LLC.Apr 2024 to now
- Kinetic Investment Management, Inc.Jul 2025 to Oct 2025
- Dragon Financial ServicesMar 2021 to Apr 2024
- MelaleucaMar 2020 to Feb 2021
- IsxperiaMay 2019 to Feb 2020
- UnemployedMay 2018 to May 2019
- Winn Dixie/grocery StoreAug 2016 to May 2018
- Estero High SchoolJul 2015 to May 2018
Exams passed
- Series 65 · Uniform Investment Adviser Law2025
State registrations
Registered as an investment adviser representative in 1 state (FL).
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
- 8141924
- Firm CRD
- 125004