Regent Financial Services, Inc. Email Format

Financial ServicesOklahoma, United States2-10 Employees

Regent Financial Services, Inc. operates in the financial services sector with a focus on holistic financial planning tailored to individual needs. The firm emphasizes a personal, hands-on approach intended to foster fiscal stability and long-term financial independence for its clients, supported by ethical standards and extensive experience. The staff holds professional certifications, including CERTIFIED FINANCIAL PLANNER™, CKA®, and RFC®, reflecting their specialized credentials.

The company is based in Tulsa, Oklahoma, and serves clients seeking structured guidance through various life stages. Securities are offered through LPL Financial, while advisory services are provided by Drawbridge Capital, LLC, a registered investment advisor and subsidiary of Regent Financial Services, with the two entities described as separate from LPL Financial. The firm emphasizes education and thoughtful guidance to promote client success and financial security.

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