REGAL

LionShare is a distribution platform that brings together like-minded people with differing but complementary skill sets: portfolio managers, practice management specialists, and wholesalers, with the operational scale and resources of Regal Investment Advisors to empower and aid in the development of independent Registered Investment Advisors and Investment Advisor Representatives... LionShare creates a bridge between portfolio managers and potential advisors to expand the marketplace. We offer analysis on risk, performance, and fee structures. Through these efforts, LionShare builds strong relationships and helps create a positive client experience in a fiduciary manner.

Also known as: LionShare, Regal Holdings, LLC, Regal Investment Advisors, LLC