Emily Joy Bustraan

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

• 03/2010 → 04/2022
  Fidelity Brokerage Services Llc
  Grand Rapids, MI
• 07/2018 → 04/2022
  Fidelity Personal And Workplace Advisors
  Boston, MA
• 05/2022 → Present
  Regal Investment Advisors, Llc
  Kentwood, MI
• 05/2022 → 08/2024
  Regulus Financial Group, Llc
  Kentwood, MI

Previous Registrations

• 2018-07-13 → 2022-05-05
  Fidelity Personal And Workplace Advisors
  Boston, MA
• 2013-01-09 → 2018-07-13
  Strategic Advisers Llc
  Grand Rapids, MI

Exams

• S66 Uniform Combined State Law Examination
  2012-12-12
• S63 Uniform Securities Agent State Law Examination
  2010-06-09

Designations

• Certified Financial Planner

Other Names

• Emily Joy Pratt