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Russell S
CFP®, ChFC®, Series 63
Canyon Lake, CA
Regal Investment Advisors LLC
Russell Smith is a CFP® and ChFC® with 42 years of industry experience. He is currently with Regal Investment Advisors LLC and has held roles at Regulus Financial Group, Cetera, and Torimax Financial Group, where he serves as President and CEO. Outside of his advisory work, he leads Torimax Financial Group, a company involved in the sale of fixed deferred and immediate annuities. Regal Investment Advisors LLC, doing business as LionShare, provides discretionary investment management services primarily to independent investment adviser representatives and other registered advisers. The firm offers a range of proprietary and third-party model portfolios covering various asset classes, with advisors selecting allocations and granting Regal discretionary authority to implement strategies on client accounts.
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