Monroe, LA Office

Team
Updated today

Client AUM

$2,734,834,298

Clients

8,220

Advisors

2

Of 119 advisors across 71 offices

Location

2109 Tower Dr

Monroe LA 71201

Advisors at this office

2

Advisors at this office

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John K

ChFC®, Series 63, Series 65

Monroe, LA

Regal Investment Advisors LLC

John Kelly is a ChFC® credentialed financial advisor with 40 years of industry experience, currently with Regal Investment Advisors LLC. He has previously worked with firms including Regulus Financial Group and Carrington Advisors, LLC. Kelly serves on the board of the International Student Foundation, a 501(c)(3) charitable organization. Regal Investment Advisors, operating as LionShare, provides model portfolio implementation and discretionary investment management to SEC- and state-registered advisers and their clients. The firm manages approximately $2.88 billion across proprietary and third-party strategies through a sub-advisory platform.

Active portfolio management Options & derivatives strategies
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Thomas D

Series 63, Series 66

Monroe, LA

Regal Investment Advisors LLC

Thomas Ditta is a financial advisor at Regal Investment Advisors LLC with 19 years of industry experience. He holds Series 63 and Series 66 credentials and has worked at firms including Cetera, AGIA, and The Prudential Insurance Company of America. Outside of his advisory role, he is employed part-time at a country club in Monroe, Louisiana. Regal Investment Advisors, operating as LionShare, provides model portfolio implementation and discretionary investment management to a network of SEC- and state-registered advisers, serving individual, high-net-worth, and corporate clients through a sub-advisory platform managing approximately $2.88 billion in assets.

Active portfolio management Options & derivatives strategies
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