Doretta RobinsonCRD 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.
Bok Financial Advisors
Warburton Capital Management, LLC
|Regent Wealth Management, Inc.||Tulsa, OK||Jun 2009 - Current||8|
|Bryan And Little Cpa's Pc||Bartlesville, OK||Dec 1988 - Current||28|
|The Legacy Financial Group, Inc.||Tulsa, OK||Apr 2005 - Jun 2009||4|
Total Assets Under Management93MILLIONS
Total Number of Accounts341ACCOUNTS
Average Account Value$272,812
- A percentage of assets under your management
- Hourly charges
- Financial planning services
- Portfolio management for individuals and/or small businesses
KS, MO, OK, TX