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Josh Darwin
Regal Financial

Tel: 617-281-2721
669 South St
Needham, MA 02492
Regal Financial | Financial Advisor in Needham ,MA

About Josh Darwin

Josh Darwin is a Registered Investment Advisor who helps investors of all sizes and experince levels. Josh has been helping investors in the markets since he graduated from Tufts in 1991. Josh beleives in holistic investing that starts with sound asset allocation and securities selection. Josh communicates well and provides a high touch advisory service. Josh lives in Needham and Fairhaven MA with his wife Ricki and sons Jack (18) and George (16). Josh enjoys following Boston Sports, golfing, boating, cooking, gardening and following markets of all types.


About Regal Financial

Regal Investment Advisors focuses on the client relationship to understand your risk tolerance, time horizons, and objectives. We want to know your goals and dreams, and apply our expertise to help you achieve your desired outcome. Our goal is to help you become a better investor and create a financial plan that is right for you.

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General Information

States Licensed in:   All 50 States
Number of Years with Current Firm:   2
Work Experience:   Smith Barney, Financial Consultant. Bank of America / Merrill Lynch - Managing Director, Bosotn MA 2001 - 2018
Work with the following types of clients:   Investment Clubs, Businesses, Individual Investors, Non-Profit Organizations
Advisory Services Provided:   401K Rollovers, Investment Advice & Management, Money Management, Risk Management, Education Funding and Planning, Financial Planning for Individuals, Wealth Management, Financial Planning, Portfolio Management, Retirement Planning, Financial Advice & Consulting

Services

Investment Types:   Alternative Investments, Bonds, Stocks, Exchange Traded Funds (ETFs), Mutual Funds, Socially Responsible Investments (SRI)
Can meet clients in the following ways:   Via Phone, Our Office, Your Home, Your Office, Video Conference

Compensation and Fees

Fee Structure:   Fee-Based
Minimum Portfolio Size for New Managed Accounts:   $100,000.00

Education

Bachelor of Arts  Tufts University - Medford MA
09/10/1987-05/10/1991

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Faqs

Will you be the only person working with me?

Yes.

Have you ever been charged with any breaches?

No.

Compliance

Registered Investment Advisor:

Yes


Investment Advisor Representative:

Yes


Acknowledged fiduciary:

Yes


Compliance Disclosures in Last 5 years:

Have a clean record


Criminal Disclosures in Last 5 years:

Have a clean record


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