REGIONAL INVESTMENT SERVICES, INC.
Firm details
- Headquarters
- ORLANDO, Florida
- CRD number
- 46929
- Registered since
- July 21, 1999
Firm profile
FINTRXOverview
Regional Investment Services, Inc. is registered with the SEC and organized as a corporation. The firm has been SEC-registered since 1999 and is owned by a combination of a domestic entity and an individual. FINTRX classifies the firm as unclassified and records indicate it is not a multi-state adviser, not newly formed, and does not operate as a pension consultant or a related adviser. The publicly available profile for the firm contains very limited operational detail. Key fields such as client types, fee structure, and stated advisory activities are not populated in the source record, and the firm is marked as not an active ESG investor and not a capital allocator.
Assets & Accounts
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Owners & executives
2 of 2Ralph Milne
Chief Compliance OfficerCRD 6034910
WILLIAM MCCAULEY
President, Chief Compliance Officer and Chief Financial Officer CRD 5267440
Contacts
3 of 8Jared Myton
Staff AccountantCRD 8167574
Colin McDevitt
Regional Sales DirectorCRD 7407483
Caleb La Sage
Internal Sales ConsultantCRD 7698266
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
ORLANDO, FL
ORANGE
Location
ORLANDO, FL
Headquartered in ORLANDO, FL, anchoring the Orlando-Lakeland-Deltona, FL metro in the South.
- Metro area
- Orlando-Lakeland-Deltona, FL
- Region
- South
- County
- ORANGE
- Address
- 333 S Garland Ave
- Time zone
- ET (UTC-5)
- Office locations
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