Regent Wealth Management, Inc.

Regent Wealth Management, Inc. (CRD# 150197) is a financial advisory firm headquartered in Tulsa, OK. They manage $93,028,812 in 341 accounts and serve the financial needs of clients across 4 states (or territories).

Current Firm Details
By the Numbers
  • Total Assets Under Management
    93
    MILLION
  • 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
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

KS, MO, OK, TX

Financial Advisors at Regent Wealth Management, Inc.
Showing 1 - 6 of 6 top financial advisors.
1
Toni L. Johnson
CRD#: 5267554
5387 S. Sheridan Road, Tulsa, OK 74145
93
Wealthminder
score

Toni Johnson (CRD# 5267554) is an Investment Advisor Representative working at Regent Wealth Management, Inc. in Tulsa, OK and has over 9 years of experience in the finance industry.

2
Thad W. Kent
CRD#: 4578043
5387 S. Sheridan Road, Tulsa, OK 74145
93
Wealthminder
score

Thad Kent (CRD# 4578043) 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.

3
Harvey L. Little
CRD#: 4489985
5387 S. Sheridan Road, Tulsa, OK 74145
93
Wealthminder
score

Harvey Little (CRD# 4489985) is an Investment Advisor Representative working at Regent Wealth Management, Inc. in Tulsa, OK and has over 17 years of experience in the finance industry.

4
Dolores A. Merrill
CRD#: 4578045
5387 S. Sheridan Road, Tulsa, OK 74145
93
Wealthminder
score

Dolores Merrill (CRD# 4578045) 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.

5
William P. Stitt
CRD#: 2301001
5387 S. Sheridan Road, Tulsa, OK 74145
93
Wealthminder
score

William Stitt (CRD# 2301001) is an Investment Advisor Representative working at Regent Wealth Management, Inc. in Tulsa, OK and has over 22 years of experience in the finance industry.

6
Doretta J. Robinson
CRD#: 4578047
5387 S. Sheridan Road, Tulsa, OK 74145
87
Wealthminder
score

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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