Russell Thompson
Russell Thompson is a registered investment advisor at Regal Investment Advisors LLC, based in Daytona Beach, FL, with 9 years of industry experience. Russell 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
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
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.
Location
132 W International Speedway Blvd, Ste 23, Daytona Beach, FL, 32114
Get directionsHistory
Regulatory History (2)
Customer Dispute
August 2021Customer Dispute
October 2020Other Business ActivitiesSells Insurance
Russell is a partner at H&R Insurance and Financial Services LLC, focusing on commercial liability and property insurance. This activity takes about 10-20% of his time.
Employment History
Current Registrations
Regal Investment Advisors LLC
Regulus Financial Group, LLCBroker
Previous Registrations
Pruco Securities, LLC.Broker
W&s Brokerage Services, INC.Broker
State Registrations1 state
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.