Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Credentials
Series 63, Series 65
Experience Industry experience
33 years
Location
Livonia, LA 70755
Regal Investment Advisors LLC
Multi-team
Samuel Grezaffi is a financial advisor with Regal Investment Advisors LLC, holding Series 63 and Series 65 licenses and bringing 33 years of industry experience. His prior roles include positions at Regulus Financial Group, The O.N. Equity Sales Company, and Ohio National Financial Services. Outside of his advisory work, he is involved in hurricane disaster relief efforts through roles with Disaster Resource Group and A B & S Construction. Regal Investment Advisors, operating as LionShare, provides model portfolio implementation and discretionary investment management services to unaffiliated advisors and their high-net-worth and corporate clients. The firm manages a broad sub-advisory platform offering proprietary and third-party strategies while allowing primary advisors to retain client-facing responsibilities.
Based on Regal Investment Advisors LLC
Based on Regal Investment Advisors LLC
Flat fee structures used for some LionShare strategies, exact amounts not specified in brochure
0.30% to 1.00% per annum depending on account value and strategy
Hourly charges reported in Part 1 but not specified in brochure text
Account minimum: $10,000 to $1,000,000 depending on strategy
Livonia, LA
2993 La Hwy 78
Livonia LA 70755
Advisors at this office
1
Louisiana
33 years of industry experience
Regulus Financial Group
2021 - Present • 5 years
Kentwood, MI
Regal Investment Advisors
2021 - Present • 5 years
Kentwood, MI
The O.N. Equity Sales Company
2017 - 2021 • 4 years
Cincinnati, OH
Ohio National Financial Services
2016 - 2021 • 5 years
Cincinnati, OH
Guardian Life
2005 - 2016 • 11 years
Livonia, LA
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Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
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Is not active or affiliated with:
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
CFP®, Series 66
New Roads, LA
RFG Advisory, LLC
Chase Crump is a CFP® with 19 years of industry experience, currently serving at RFG Advisory, LLC. He has worked with Private Client Services since 2018 and has been associated with RFG Advisory and Williams Financial Advisors since 2010. Outside of his advisory work, he is involved with a vegetable supplement distributorship. RFG Advisory is a multi-team registered investment adviser with approximately 178 advisors managing around $8 billion for a diverse client base, including individuals, high-net-worth households, trusts, and institutional accounts. The firm employs a mix of actively managed and passive strategies, direct indexing, and tax-aware approaches, and is notable for its sub-advisory role to the Bluemonte family of ETFs and management of assets for investment companies.
CFP®, Series 63
New Roads, LA
Edward Jones
Dean Martin is a CFP® and Series 63-licensed financial advisor with Edward Jones, where he has worked since 2002. He has 24 years of industry experience. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard and managing approximately $1.01 trillion in assets.
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