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Regent Financial Services, Inc. Employee Directory

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.

Find Regent Financial Services, Inc. employees' phone numbers or email addresses

Regent Financial Services, Inc. Global Highlights

Location
Employees

North America
18

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  • United States Of America
    17
  • Canada
    1

Regent Financial Services, Inc.'s Leadership

  • Stylized image of a person
    R. V. O.
    President
    Mobile Phone
  • Stylized image of a person
    F. B.
    Principal And Founder
    Mobile Phone
  • Stylized image of a person
    J. M.
    Manager
    Mobile Phone

Regent Financial Services, Inc. Employee Metrics

100%
50%
0%
2026
2025
  • Banking
  • Business
  • Legal
  • Accounting
  • Administrative
  • Other

Contact profiles from Regent Financial Services, Inc.

Name
Title
Contact
Location
Last Update
  • Stylized image of a person
    F. B.
    Principal And Founder
    Mobile Phone
    Oct 17, 2024
  • Stylized image of a person
    R. V. O.
    President
    Mobile Phone
    CanadaOntario
    Sep 19, 2024
  • Stylized image of a person
    J. M.
    Manager
    Mobile Phone
    Oct 22, 2024

Frequently Asked Questions

What is Regent Financial Services, Inc. known for?

Minus sign iconPlus sign iconRegent Financial Services, Inc. was founded in 2002 operates in the Financial Services industry; you can contact the main corporate office by phone at
+1-918-493-****
. Explore Regent Financial Services, Inc.'s company overview page for more information.

What is Regent Financial Services, Inc.'s most common email format?

Minus sign iconPlus sign iconRegent Financial Services, Inc. employees' email format typically follows the pattern of . Trying to find reliable and up-to-date employee contact data? Find more Regent Financial Services, Inc. email formats with LeadIQ.

How many employees does Regent Financial Services, Inc. have currently?

Minus sign iconPlus sign iconRegent Financial Services, Inc. has approximately 9 employees as of August 2026. These team members are located across 1 continents, including North America.

Who are Regent Financial Services, Inc.'s key employees and leadership?

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As of August 2026, Regent Financial Services, Inc.'s key employees include:

  • President: R. V. O.
  • Principal And Founder: F. B.
  • Manager: J. M.

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