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Larry Taunt

Larry Taunt

Portfolio Manager at Regal Investment Advisors LLC

Grand Rapids, MI , United States

About

Verified Larry Taunt's identity and role at Regal Investment Advisors LLC using multiple sources, including RocketReach, Growjo, SEC.gov, and Regal Financial's team page. Confirmed his current role as Portfolio Manager at Regal Investment Advisors LLC, his previous leadership at Regal Financial Group, and his educational background. Cross-referenced details to ensure accuracy and avoid confusion with similarly named professionals. Prepared a concise, professional biography highlighting his responsibilities, investment focus, career background, and achievements.

Career History

OrganizationRoleDate RangeDetails
Regal Investment AdvisorsPortfolio ManagerJan 2012 to Present
Manage the Regal investment portfolios, including Regalfolios, Regal Mutual Fund Strategies, and the Regal Dividend Plus Income Strategy.
Regal Financial GroupChairman EmeritusJun 2012 to Present
Regal Financial GroupChairmanJan 2000 to Jun 2012
An Independent Financial Services Organization
Regulus Advisors LLCPresident and Chief Compliance OfficerFeb 2010 to Jun 2017
Regulus Advisors LLC 2687 44th Street SE Kentwood MI 49512 Member FINRA/SIPC Regulus Advisors is a registered broker dealer providing recruiting and marketing services to other FINRA member broker dea...
American Portfolios Financial ServicesMBO and OSJFeb 2010 to Dec 2014
A full service Broker Dealer offering a wide range of investment poducts and services Member FINRA, SIPC
Regal Investment Advisors LLCChief Compliance Officer and CFOJun 2003 to Jun 2012
An SEC registered investment advisory firm
Sagepoint AdvisorsMBO and OSJJul 2000 to Feb 2010
SunAmerica Securities, Inc.MBO and OSJJul 2000 to Mar 2009
SunAmerica Securities name changed to SagePoint Financial
John Hancock Financial ServicesGeneral AgentAug 1995 to Jan 2000
Sun Life FinancialSales ManagerJan 1987 to Jan 1995
First Investors CorporationAssociate Vice PresidentJan 1982 to Jan 1987

Education

Michigan State University - The Eli Broad Graduate School of Management

Bachelor of Arts, Business Administration, Economics

1978 1982

Brother Rice HS

1974 1978

Skills & Expertise

Wealth Management
FINRA
Financial Advisory
SEC
Strategic Financial Planning
Management
Strategic Financial
Investments
Marketing
Research
Risk Management
Microsoft Word
Finance
Investment Advisory
Strategic Planning
Strategy
Financial Services
Retirement Planning
Securities
Mutual Funds
Project Management
Customer Service

Others at Regal Investment Advisors LLC (1)

NameRoleLocation
B
Barry Magaoay
Investment ProfessionalSpanish Fork, UT , United States

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