Advisors at this firm
Harvey L
Series 65
Tulsa, OK
Regent Wealth Management, Inc.
Harvey Little is a financial advisor at Regent Wealth Management, Inc. in Tulsa, OK, with 25 years of industry experience. He holds a Series 65 designation and has been with Regent Wealth Management since 2009. In addition to his advisory role, he is a shareholder and full-time employee at Bryan & Little CPA's P.C., a certified public accounting firm he has been involved with since 1976. Regent Wealth Management provides discretionary investment management and advisory services to a diverse client base, including individuals, qualified retirement plans, trusts, charitable organizations, and various institutional clients. The firm employs a wide range of investment strategies and offers retirement, estate, and tax planning services coordinated with clients’ other professional advisors.
Thad K
Series 65
Tulsa, OK
Regent Wealth Management, Inc.
Thad Kent is a financial advisor with Regent Wealth Management, Inc. in Tulsa, OK, holding a Series 65 designation and 25 years of industry experience. He has been with Regent Wealth Management since 2009 and also maintains a long-term role at Bryan and Little CPA's PC, a certified public accounting firm. Regent Wealth Management provides discretionary investment management and advisory services to a diverse client base including individuals, qualified retirement plans, trusts, charitable organizations, and various institutional clients. The firm employs a wide range of investment strategies and offers retirement, estate, and tax planning assistance, coordinating with clients’ other professional advisors.
William S
Series 63, Series 65
Tulsa, OK
Regent Wealth Management, Inc.
William Stitt is a financial advisor at Regent Wealth Management, Inc. in Tulsa, Oklahoma, with 26 years of industry experience. He has been with Regent Wealth Management since 2009 and holds the Series 63 and Series 65 designations. Outside of his advisory role, he operates a small insurance sales business. Regent Wealth Management provides discretionary investment management and related advisory services to a diverse client base, including individuals, qualified retirement plans, trusts, charitable organizations, corporations, and small businesses. The firm manages approximately $69.5 million in assets and is notable for serving several institutional and non-typical client types while offering a broad range of investment strategies and complimentary retirement, estate, and tax planning services.
Mark S
Series 65
Tulsa, OK
Regent Wealth Management, Inc.
Mark Springer is a financial advisor with Regent Wealth Management, Inc. in Tulsa, OK, holding a Series 65 credential and 26 years of industry experience. He has been with Regent Wealth Management since 2009 and also owns M. Springer & Company, PC, a CPA firm where he devotes a significant portion of his time. Regent Wealth Management provides discretionary investment management and advisory services to individuals, qualified retirement plans, trusts, charitable organizations, corporations, and small businesses, managing approximately $69.5 million in client assets. The firm serves a diverse client base, including several institutional and non-typical clients, and offers a range of investment strategies from long-term buy-and-hold to active trading.