Products
Who We Serve
Data Sets
Integrations
Services
Cetera Financial Group has expanded its network by welcoming Regal Wealth Advisors to Summit Financial Networks, a division of Cetera Advisor Networks LLC. Regal Wealth, known for its extensive planning and investment services, managed over $312 million in assets.
Previously affiliated with LPL Financial, Regal Wealth Advisors is based in Myrtle Beach, South Carolina, and its move to Cetera signifies a strategic shift in its business alignment within the financial advisory landscape.
The firm was co-founded by Michael McCarthy and Andrew S. Pincus, both of whom bring a wealth of expertise and professional designations such as CFP, CLU, ChFC, JD, and CPA. Both co-founders come with 30 years of experience in the industry, having previously worked at NFP Advisors Services and Kestra Financial, prior to their affiliation with LPL Financial. They are joined by Fred DaVeiga, another seasoned investment expert.
To view the press release, click here.
Written By: John Washington, Data Research Analyst
John Washington is the Data Research Analyst at Dakota.
Real Assets, Private Credit, and AI Rebound Lead Q3 2025 Institutional Allocations
October 16, 2025
October 14, 2025 Investor News: Illinois Firefighters Accelerates Alts Buildout, and more...
October 14, 2025
Biotech, Value-Based Care, and Digital Health Drive September 2025 Healthcare Transactions
October 14, 2025
AI, LBOs, and Quantum Computing | September 2025 Tech & Software Transactions
October 09, 2025
September Capital Flows Driven by $40B Allocator Activity and Mega-Fund Closures
October 06, 2025
925 West Lancaster Ave
Suite 220
Bryn Mawr, PA 19010
Tel: (610) 642-1481
© Dakota 2025 | Terms of Use | Privacy Policy