AdvisorCheck - Find and Connect with Top Financial Advisors on Your Terms
Why Advisor Check
RM

Robert M. Mcclain

REGAL SECURITIES
Farmington Hills, MI 48334
Some features on this profile are disabled
CRD#: 1130049
RM

Professional summary


Robert Michael Mcclain, who also goes by Rob Mcclain, is a registered financial professional currently at REGAL SECURITIES, INC. located in Farmington Hills, Michigan.

Robert is registered as a RR (Registered Representative) and started their career in finance in 1986. Robert has worked at 13 firms and has passed the Series 63, SIE and Series 7 exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
No

Aliases


Rob Mcclain

Other business activities


Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
The advisor shows no other business activity.

Blog Corner


CRS (Client Relationship Summary) - BD


Click below to view Robert Michael Mcclain's CRS (Customer Relationship Summary).
CRS (Customer Relationship Summary)

Certified licenses


Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
None

Experience


Current

December 23, 2019 - Present

REGAL SECURITIES, INC.

Office #1: 31550 Northwestern Highway, Ste. 101, Farmington Hills, MI 48334
BD
CRD#: 7297
Farmington Hills, MI
Past

August 9, 2017 - December 31, 2017

CORECAP INVESTMENTS, LLC

BD
CRD#: 37068
SOUTHFIELD, MI
Past

November 24, 2014 - June 2, 2017

CORECAP INVESTMENTS, LLC

BD
CRD#: 37068
SOUTHFIELD, MI
Past

January 26, 2011 - January 31, 2013

MML INVESTORS SERVICES, LLC

BD
CRD#: 10409
ROSEVILLE, MI
Past

August 24, 2006 - December 31, 2010

HAAS FINANCIAL PRODUCTS, INC.

BD
CRD#: 24181
SOUTHFIELD, MI
Past

June 5, 2003 - September 2, 2004

SECURIAN FINANCIAL SERVICES, INC.

BD
CRD#: 15296
ST. PAUL, MN
Past

November 9, 2002 - May 17, 2003

HAAS FINANCIAL PRODUCTS, INC.

BD
CRD#: 24181
SOUTHFIELD, MI
Past

January 4, 2002 - November 13, 2002

MML INVESTORS SERVICES, LLC

BD
CRD#: 10409
SPRINGFIELD, MA
Past

March 16, 2000 - December 31, 2001

HAAS FINANCIAL PRODUCTS, INC.

BD
CRD#: 24181
SOUTHFIELD, MI
Past

July 31, 1999 - March 8, 2000

WMA SECURITIES, INC.

BD
CRD#: 32625
DULUTH, GA
Past

April 26, 1996 - June 25, 1999

WMA SECURITIES, INC.

BD
CRD#: 32625
DULUTH, GA
Past

May 20, 1994 - January 29, 1996

SENTRA SECURITIES CORPORATION

BD
CRD#: 10249
PHOENIX, AZ
Past

October 22, 1993 - May 25, 1994

SIGNATOR INVESTORS, INC.

BD
CRD#: 468
BOSTON, MA
Past

July 23, 1990 - February 11, 1993

SIGNATOR INVESTORS, INC.

BD
CRD#: 468
BOSTON, MA
Past

July 23, 1990 - May 25, 1994

JOHN HANCOCK MUTUAL LIFE INSURANCE COMPANY

BD
CRD#: 5181
BOSTON, MA
Past

November 23, 1988 - July 6, 1990

MUTUAL SERVICE CORPORATION

BD
CRD#: 4806
BOSTON, MA
Past

November 7, 1988 - September 12, 1989

G. R. PHELPS & CO., INC.

BD
CRD#: 173
Past

June 25, 1986 - December 5, 1988

SUN LIFE FINANCIAL DISTRIBUTORS, INC.

BD
CRD#: 5496
Past

February 19, 1986 - June 27, 1986

AMERITAS INVESTMENT COMPANY, LLC

BD
CRD#: 14869

State Registrations and Notice Filings


Listed states reflect where the advisor is authorized to serve clients under state regulations.

RR
indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.

Visual representation of state registrations

RR
Michigan
(2/2/2021)

Exams


State Security Law Exam
RR
Series 63
Date: 1/29/2021
Uniform Securities Agent State Law Examination
General Industry/Product Exam
General Industry/Product Exam
SRO Registrations
RR
FINRA
SRO Registrations
RR
Nasdaq Stock Market

Current Firm


RS
REGAL SECURITIES, INC.
E-OPTION | SUCCESS TRADER | REGAL WEALTH MANAGEMENT, INC. | REGAL SECURITIES, INC. | REGAL DISCOUNT SECURITIES, INC. | REGAL DISCOUNT SECURITIES | INVESTRADE DISCOUNT SECURITIES | HEARTLAND SECURITIES, INC.

CRD#: 7297 / SEC#: , 8-21765

BD
Broker-Dealer Firm Regulated by FINRA (Chicago district office)
Upgrade to AdvisorCheck Premium
Get A Biweekly Pulse, AutomaticallyReceive biweekly alerts automatically. Stay informed and proactive.
Catch Firm-Level Red Flags SoonerCatch leadership changes and disclosures early, before issues escalate.
See Trends. Not Just SnapshotsMonitor firm stability metrics like AUM and advisor ratios over time.

Contact information


Main Address
950 Milwaukee Ave. Suite 102, Glenview, IL 60025
Mailing Address
950 Milwaukee Ave. Suite 102, Glenview, IL 60025-3766
Phone number
(800) 786-9000
Established
Illinois since 05/06/1977
Firm type
Corporation
Fiscal year end
December
Firm Size
Small
# of Employees

FINRA licenses (53 States and Territories)


Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Documents


Customer Relationship Summary (CRS / FINRA)

Direct owners and executive officers


NamePositionCRD#
BOKIOS, GEORGECHAIRMAN OF THE BOARD/SOLE DIRECTOR/CHIEF EXECUTIVE OFFICER/CHIEF FINANCIAL OFFICER718774
VILLAFLOR, ROBERT FUSTERSHAREHOLDER2374555
AKSOMITAITE, SKAISTEVICE PRESIDENT AND FINOP4852873
BOKIOS, EUGENIA THEADORA MSSENIOR VICE PRESIDENT & GENERAL COUNSEL2392199
BOKIOS, VICTORIA THEADORATREASURER/SECRETARY2421318
ENGELBRECHT, JEREMY AARONCHIEF COMPLIANCE OFFICER (INTERIM)3277607
HERRIN, SHAWN EVERETTPRESIDENT2311476

Disclosures


Regulatory Event11
Arbitration4

Red Flags


Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Company Information


REGAL SECURITIES, INC.

CRD#: 7297Farmington Hills, MI 48334

TRUST BUT VERIFY

Monitor Robert Mcclain

Get automatic monthly alerts on:
Job or Firm Moves
Licensing Changes
Client Complaints
New Red Flags
Contact Information Updates

Similar Advisors


Jack Anthony Jerzewski
Jack JerzewskiAdvisorCheck Check Mark
LPL ENTERPRISE, LLC
IAR
RR
TROY, MI
Lyndon L Davis
Lyndon DavisAdvisorCheck Check Mark
LIGHTSQUARE WEALTH MANAGEMENT, LLC
IAR
Farmington Hills, MI
Michael Haven Delap
Michael DelapAdvisorCheck Check Mark
OSAIC WEALTH, INC.
PR
SCOTTSDALE, AZ
footer-logo

AdvisorCheck does not offer investment advice and should not replace discussions with professional accounting, tax, legal or financial advisors.
© 2025 AdvisorCheck, an AIMR Analytics company.
All rights reserved.
Powered ByAIRM Analytics