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Executive Vice President · Regal Investment Advisors LLC

Donald N. Carlson

CRD 2903454 · Named on Form ADV at one SEC-registered adviser

At a glance

Regal Investment Advisors LLC, an SEC-registered wealth manager based in Kentwood, MI with $2.9 billion in regulatory assets, lists Donald N. Carlson on its Form ADV as Executive Vice President.

Firms and roles

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Donald’s stakes and control

What Form ADV says they own at each firm, whether they control it, and how each firm is growing. Atlas members see all of it.

Ownership stake at the firm
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Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.

Colleagues named on the same filings

Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Donald’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.