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Shawn E
Series 66
North Haven, CT
Regal Investment Advisors LLC
Shawn Everett is a financial advisor with Regal Investment Advisors LLC, holding a Series 66 designation and 22 years of industry experience. His prior roles include positions at Cetera Advisor Networks and Regulus Financial Group. Outside of his advisory work, he is a co-owner of Coast and Mingle Picnic Co, a picnic event business. Regal Investment Advisors LLC, operating as LionShare, provides discretionary investment management services to independent advisers and a variety of client types, including individual, charitable, and corporate clients. The firm offers proprietary and third-party model portfolios with a discretionary implementation approach, serving clients through their financial advisers.
Ericka B
Series 66
North Haven, CT
Regal Investment Advisors LLC
Ericka Butler is a financial advisor with Regal Investment Advisors LLC, holding a Series 66 designation and four years of industry experience. Her prior experience includes roles at Thrivent Financial, UBS Financial Services, and the Town of Simsbury. She also acts as a licensed assistant at Wealth Managers, LLC, supporting financial and insurance services. Regal Investment Advisors, operating as LionShare, provides model portfolio implementation and discretionary investment management to unaffiliated SEC- and state-registered advisers and their individual, high-net-worth, and corporate clients. The firm manages approximately $2.88 billion across proprietary and third-party strategies, offering an enterprise-scale sub-advisory platform that includes trade execution, rebalancing, and overlay management.
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