TrueAdvisor
TrueAdvisor
RB
RB

Ryan John Barnes

Regency Investment Advisors INC
7 Years of Experience
View SEC Summary
View SEC Summary
Areas of Practice
Investment ManagementRetirement PlanningFinancial Planning & CoachingHigh Net Worth
Regency Investment Advisors INC
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
7 advisors
Number of Clients
792 clients
Average Client Portfolio
$1.3M average
Assets Under Management
$1.0B

Fee Structure

Minimum Investment:$250K

Location

1312 W Herndon, Suite 101, Fresno, CA, 93711

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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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Employment History
Current Registrations
Regency Investment Advisors INC
August 2023 - Present · 2 yrs 6 mos
Previous Registrations
Citigroup Global Markets INC.
October 2019 - July 2023 · 3 yrs 9 mos
Citigroup Global Markets INC.Broker
October 2019 - July 2023 · 3 yrs 9 mos
Principal Securities, INC.
November 2018 - September 2019 · 10 mos
Principal Securities, INC.Broker
October 2018 - September 2019 · 11 mos
State Registrations1 state
CA
Advisor
Exams
No exam information available for this advisor.