JC
JC

Junior Corria

1 Year of Experience
Lakeland, FL
2 DisclosuresSells Insurance

Junior Corria is a registered investment advisor at Regal Investment Advisors LLC, based in Lakeland, FL, with 1 years of industry experience. Junior 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

Lakeland, FL

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History

Regulatory History (2)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Financial
August 2018
Final
Financial
July 2018
Final
Other Business ActivitiesSells Insurance

Junior is an insurance agent and investment advisor representative doing business through JC Financial Network since 2011. He dedicates full-time hours to providing financial and insurance services.

Employment History
Current Registrations
Regal Investment Advisors LLC
July 2024 - Present · 2 yrs 2 mos
State Registrations1 state
FL
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.