Harvey Little, financial advisor Tulsa OK
93 score

Harvey Little

CRD Number: 4489985
Current Firm: Regent Wealth Management, Inc.

Harvey Little (CRD# 4489985) is an Investment Advisor Representative working at Regent Wealth Management, Inc. in Tulsa, OK and has over 16 years 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 & Little Cpa's P.c. Bartlesville, OK May 1976 - Current 40
The Legacy Financial Group, Inc. Tulsa, OK Apr 2005 - Jun 2009 4
Exam Code Name Passed Date
S65 NASAA Investment Advisors Law Examination Nov 1999
Contact Info for Harvey L. Little
Phone Number: 918-622-1466
Registered State(s):
  • OK
  • TX
By the Numbers
  • Total Assets Under Management
  • Total Number of Accounts
  • Average Account Value
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


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

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