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WG

William B. Garland

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CRD#: 217993
WG

Professional summary


Being a previously registered professional could mean that this person is no longer operating under the supervision of the SEC or FINRA.

That means that the Securities and Exchange Commission may not be able to oversee the services that this specific professional is providing.

William Barry Garland was a registered financial professional .

William is a previously registered financial professional and started their career in finance in 1969. William had worked at 16 firms and has passed the Series 63, SIE, Series 1, Series 4 and Series 00 exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
No

Aliases


None

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)


The CRS(Customer Relationship Summary) document is not provided.

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


Past

July 6, 2007 - December 31, 2015

REGAL SECURITIES, INC.

BD
CRD#: 7297
GLENVIEW, IL
Past

December 22, 1997 - December 31, 2002

BROOKSTREET SECURITIES CORPORATION

RIA
CRD#: 14667
THOUSAND OAKS, CA
Past

June 14, 1996 - July 2, 2007

BROOKSTREET SECURITIES CORPORATION

BD
CRD#: 14667
THOUSAND OAKS, CA
Past

November 3, 1987 - June 19, 1996

TOLUCA PACIFIC SECURITIES CORP.

BD
CRD#: 13875
BURBANK, CA
Past

March 25, 1983 - October 26, 1987

FIRST AFFILIATED SECURITIES, INC.

BD
CRD#: 6871
Past

July 19, 1982 - March 28, 1983

BRENTWOOD SECURITIES, INC.

BD
CRD#: 7440
Past

February 25, 1982 - July 12, 1982

MARSAN SECURITIES CO., INC.

BD
CRD#: 7716
Past

November 25, 1981 - February 25, 1982

AMERICAN WESTERN SECURITIES, INC.

BD
CRD#: 7619
Past

September 20, 1979 - June 8, 1982

M. S. WIEN & CO., INC.

BD
CRD#: 541
Past

June 23, 1978 - August 30, 1979

INVESTORS FINANCIAL SERVICES, INCORPORATED

BD
CRD#: 7539
Past

January 17, 1977 - June 23, 1978

INVESTORS FINANCIAL SERVICES, INC.

BD
CRD#: 438
Past

November 6, 1973 - January 1, 1977

BATEMAN EICHLER, HILL RICHARDS, INCORPORATED

BD
CRD#: 76
Past

September 10, 1973 - February 14, 1974

PARKER-JACKSON & CO., INC.

BD
CRD#: 2980
Past

July 13, 1973 - October 27, 1973

FREDRICK GREGORY & COMPANY

BD
CRD#: 4240
Past

August 18, 1972 - October 27, 1974

UNITED SECURITIES COMPANY OF AMERICA

BD
CRD#: 5000
Past

April 6, 1971 - September 17, 1972

J. SHAPIRO CO.

BD
CRD#: 3377
Past

December 2, 1969 - April 12, 1971

SACKS & COMPANY

BD
CRD#: 3904

State Registrations and Notice Filings


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

Visual representation of state registrations

This advisor is not registered in any state.

Exams


State Security Law Exam
RR
Series 63
Date: 5/11/1987
Uniform Securities Agent State Law Examination
General Industry/Product Exam
General Industry/Product Exam
RR
Series 1
Date: 8/15/1966
Registered Representative Examination
Principal/Supervisory Exam
Principal/Supervisory Exam
RR
Series 00
Date: 6/7/1971
General Securities Principal Examination

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)
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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#: 7297

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