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Bambrah Walker

3 Years of Experience
BrokerSells Insurance

Bambrah Walker is a registered investment advisor at Regal Investment Advisors LLC, based in Kentwood, MI, with 3 years of industry experience. Bambrah 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

2687 44th Street Se, Kentwood, MI, 49512

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business ActivitiesSells Insurance

Bambah is a licensed assistant at Summit Retirement Advisors, LLC, engaging in registered representative and investment advisory activities, as well as insurance. This activity takes nearly full-time hours.

Employment History
Current Registrations
Regal Investment Advisors LLC
November 2024 - Present · 1 yr 5 mos
Regulus Financial Group, LLCBroker
October 2022 - Present · 3 yrs 6 mos
State Registrations1 state
IN
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.
Bambrah Walker - Financial Advisor | TrueAdvisor