Lisa Tursi

Employer firm

Regal Investment Advisors LLC CRD 125004

$2.88B regulatory AUM 61 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• Educational seminars

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 08/2010 → 10/2025
  Lincoln Investment
  Needham, MA
• 10/2025 → Present
  Regulus Financial Group, Llc
  Kentwood, MI
• 10/2025 → Present
  Regal Investment Advisors, Llc
  Kentwood, MI

Previous Registrations

• 2013-06-17 → 2025-10-10
  Lincoln Investment
  Needham, MA
  Framingham, MA
  Sudbury, MA
  Fort Washington, PA
• 2015-03-09 → 2025-10-10
  Capital Analysts
  Needham, MA

Other Businesses

Business Name: Tursi Wealth Management - Investment Related: Yes - Address: 61 Maynard Farm Rd, Sudbury, MA 01776 - Nature of Business: Registered rep activity through Regulus Financial Group, LLC using a DBA name; Investment advisory activity through Regal Investment Advisors, LLC using a DBA name; Insurance - Title or Relationship: Registered Representative, Investment Advisor Representative, Agent - Start Date: 10/2025 - Hours per month: 160 - Hours per month during trading hours: 135 - Duties: Provide financial services, insurance.

Exams

• S65 Uniform Investment Adviser Law Examination
  2013-04-30
• S63 Uniform Securities Agent State Law Examination
  1994-09-21

Other Names

• Lisa M Auchy
• Lisa M Auchy
• Lisa M Tursi