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Wealth Management EDGE
June 10 - 12, 2025
The Boca Raton ResortBoca Raton, FL

Regal Holdings - Lionshare

Profile

LionShare is a distribution platform that brings together like-minded people with differing but complementary skill sets: portfolio managers, practice management specialists, and Advisor Advocates, with the operational scale and resources of Regal Investment Advisors to empower and aid in the development of independent Registered Investment Advisors and Investment Advisor Representatives.

LionShare creates a bridge between portfolio managers and potential advisors to expand the marketplace. We offer analysis on risk, performance, and fee structures. Through these efforts, LionShare builds strong relationships and helps create a positive client experience in a fiduciary manner.