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Keith Barron

15 Years of Experience
Columbia, SC
Sells Insurance

Keith Barron is a registered investment advisor at Regal Investment Advisors LLC, based in Columbia, SC, with 15 years of industry experience. Keith operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 7,859 clients with $2.4B in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
121 advisors
Number of Clients
7,859 clients
Average Client Portfolio
$311K average
Assets Under Management
$2.4B

Fee Structure

Minimum Investment:$10K
Investment management only (planning not offered)

LionShare charges an investment management fee that typically ranges from 0.30% to 1.00% per year, depending on the value of your account and the strategies used by your financial advisor. This fee is deducted directly from your account quarterly, in advance. The total advisory fee you pay includes LionShare's fee plus the fees charged by your financial advisor. Fees and payment arrangements are negotiable and vary on a case-by-case basis when LionShare is used by a primary financial advisor.

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Location

3210 Millwood Avenue, Columbia, SC, 29205

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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

Keith sells fixed insurance products, dedicating about half to nearly full-time hours to this activity. He also works as a psychological consultant a few hours per week, is an advisor and owner of Barron Insurance Services, LLC, a continuing education instructor, and an author/writer.

Employment History
Current Registrations
Regal Investment Advisors LLC
December 2010 - Present · 15 yrs 5 mos
State Registrations1 state
SC
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.
Keith Barron - Financial Advisor | TrueAdvisor