Doretta Robinson, financial advisor Tulsa OK
87 score

Doretta Robinson

CRD Number: 4578047
Current Firm: Regent Wealth Management, Inc.

Doretta Robinson (CRD# 4578047) is an Investment Advisor Representative working at Regent Wealth Management, Inc. in Tulsa, OK and has 1 year of experience in the finance industry.

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Company Name Location Dates Years
Regent Wealth Management, Inc. Tulsa, OK Jun 2009 - Current 7
Bryan And Little Cpa's Pc Bartlesville, OK Dec 1988 - Current 28
The Legacy Financial Group, Inc. Tulsa, OK Apr 2005 - Jun 2009 4

Doretta Robinson has no recent exams reported.
Contact Info for Doretta J. Robinson
Phone Number: 918-622-1466
Registered State(s):
  • OK
By the Numbers
  • Total Assets Under Management
    93
    MILLIONS
  • Total Number of Accounts
    341
    ACCOUNTS
  • Average Account Value
    $272,812
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States

KS, MO, OK, TX

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BADGES
87
Clean Record
This advisor has a clean track record with regulators.

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