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Bambrah Walker

3 Years of Experience
Lafayette, IN
BrokerSells Insurance

Bambrah Walker is a registered investment advisor at Regal Investment Advisors LLC, based in Lafayette, IN, with 3 years of industry experience. Bambrah is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Investment Management. Their firm serves 8,302 clients with $2.9B in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
119 advisors
Number of Clients
8,302 clients
Average Client Portfolio
$347K average
Assets Under Management
$2.9B

Fee Structure

Minimum Investment:$10K
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any1.00%

Fees typically range from 0.30% to 1.00% per annum depending on account value and strategy composition. Fees and payment arrangements are negotiable on a case-by-case basis.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location

310 Ferry St, Lafayette, IN, 47901

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business ActivitiesSells Insurance

Bambah is a licensed assistant at Summit Retirement Advisors, LLC, engaging in registered representative and investment advisory activities, as well as insurance. This activity takes nearly full-time hours.

Employment History
Current Registrations
Regal Investment Advisors LLC
November 2024 - Present · 1 yr 11 mos
Regulus Financial Group, LLCBroker
October 2022 - Present · 4 yrs
State Registrations1 state
IN
Advisor

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.
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