Regal-LionShare
Financial Services - Troy, Michigan, United States
Regal-LionShare Employees
Regal-LionShare Details
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.LionShare and its strategic partners have the ability to create compliant marketing materials such as pitch books and financial presentations; analyze investment performance statistics; and, manage advisor relations. Sub-Advisory and Solicitor relationships are available from an independent wholesaler network that spans the nation.Please contact Kevin Berwald, CFP® , CLU® , ChFC® , CASL® National Director of Distribution, for a private conversation to learn more about the opportunity to build a relationship with LionShare.
Regal-LionShare Technologies
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