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Olivia Geiger

Investment Adviser Representative at REGAL INVESTMENT ADVISORS LLC

Kentwood, MICRD #7184910Dual-registered
No disclosures on record
Sourced from SEC IAPD & FINRA BrokerCheck
Years of Experience
6 yrs
States Registered
1 states
Exams Passed
6

Registrations & licenses

Registration type
Dual-registered
Registered in 1 states
Michigan
Examinations passed
Series 66
Uniform Combined State Law Examination
Passed 11/9/2023
Series 63
Uniform Securities Agent State Law Examination
Passed 11/21/2019
Series 7
General Securities Representative Examination
Passed 9/6/2023
Series 6
Investment Company Products/Variable Contracts Representative Examination
Passed 11/8/2019
SIE
Securities Industry Essentials Examination
Passed 10/28/2019
Series 24
General Securities Principal Examination
Passed 6/23/2026

Approximate fees

Estimated from the firm's Form ADV — individual terms may differ. Not a quote.

Primary fee model
Assets Under Management (AUM)
Account minimum: $10,000

Firm-stated minimum; may be waived at the firm's discretion.

Source

Regal Investment Advisors LLC Form ADV Part 2A (Item 5), most recent annual amendment.

Employment history

Registration history as reported to FINRA, most recent first.

REGAL INVESTMENT ADVISORS LLCCurrent
1/26/2026Kentwood, MI
LPL FINANCIAL LLC
10/21/20247/24/2025Grand Rapids, MI
STIFEL, NICOLAUS & COMPANY, INCORPORATED
11/10/20239/4/2024Grand Rapids, MI

Official records & sources

Data as of August 10, 2026 · Source: SEC IAPD & FINRA BrokerCheck

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About this profile

This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Olivia Geiger has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on BrokerCheck or SEC.gov before making any decision. AdvisorFinder may be compensated for referrals generated through this page.

Olivia Geiger - Financial Advisor in Kentwood, MI | AdvisorFinder