Judson R. Myers

REGENCY INVESTMENT ADVISORS

Fresno, CA 93711

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CRD#: 2899202

Professional summary

Judson Ray Myers is a registered financial advisor currently at REGENCY INVESTMENT ADVISORS INC located in Fresno, California and PLANCORP, LLC located in Fresno, California.

Judson is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1998. Judson has worked at 5 firms and has passed the Series 63 and Series 7 exams.

Question & Answer

Are you a "fiduciary"?

Yes

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) - RIA

Click below to view Judson Ray Myers'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

January 7, 2020 - Present

REGENCY INVESTMENT ADVISORS INC

Office #1: 1312 W Herndon, Suite 101, Fresno, CA 93711

RIA

CRD#: 106990

Fresno, CA

Current

April 1, 2026 - Present

PLANCORP, LLC

Office #1: 1312 W. Herndon Ave. Suite 101, Fresno, CA 93711

RIA

CRD#: 106599

Fresno, CA

Past

January 24, 2005 - May 2, 2006

WAMU INVESTMENTS, INC.

CRD#: 599

FRESNO, CA

Past

March 27, 2002 - February 11, 2003

SIGMA FINANCIAL CORPORATION

CRD#: 14303

ANN ARBOR, MI

Past

January 1, 1998 - August 16, 2000

FIDELITY BROKERAGE SERVICES LLC

CRD#: 7784

SMITHFIELD, RI

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".

PLANCORP, LLC

CRD#: 106599 / SEC#: 801-20398

RIA

Registered Investment Advisory firm - (1/14/1984 Approved)

State Registrations and Notice Filings

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

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR

California
(1/7/2020)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

Series 63

Date: 1/29/1998

Uniform Securities Agent State Law Examination

General Industry/Product Exam

Series 7

Date: 12/26/1997

General Securities Representative Examination

Current Firm

PLANCORP, LLC

CRD#: 106599 / SEC#: 801-20398

RIA

Registered Investment Advisory firm - (1/14/1984 Approved)

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Contact information

Main Address

540 Maryville Centre Drive Suite 105, Saint Louis, MO 63141-5829

Mailing Address

Phone number

(636) 532-7824

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (32 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

PLANCORP, LLC FORM ADV PART 2A BROCHURE (6/2/2025)

Regulatory assets under management

Total Number of Accounts	6,711
AUM (Assets Under Management)	$ 7,294,144,052

Accountant surprise examination report

Filing Date	Form ADV-E Cover	Form ADV-E Report
10/09/2024	Cover Page	Report
12/07/2023	Cover Page	Report
10/27/2022	Cover Page	Report

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.

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Judson R. Myers

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Judson Ray Myers's CRS (Customer Relationship Summary).

Certified licenses

Experience

REGENCY INVESTMENT ADVISORS INC

PLANCORP, LLC

WAMU INVESTMENTS, INC.

SIGMA FINANCIAL CORPORATION

FIDELITY BROKERAGE SERVICES LLC

Primary Firm SEC Registration

PLANCORP, LLC

State Registrations and Notice Filings

Exams

Series 63

Date: 1/29/1998

Series 7

Date: 12/26/1997

Current Firm

PLANCORP, LLC

Contact information

SEC notice filing (32 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Accountant surprise examination report

Red Flags

Company Information

PLANCORP, LLC

TRUST BUT VERIFY

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