Insights

Targeted Niche Services Regent Financial Services specializes in personalized financial planning with a human touch, creating opportunities to offer tailored technology solutions that enhance client engagement and streamline advisory processes.

Growth Potential With a revenue range of 10 to 25 million dollars and a small team of 2 to 10 employees, the company is positioned for strategic growth and interested in scalable financial tools to expand their service offerings.

Technology Adoption Utilizing cloud-based infrastructure like Amazon Web Services and modern software such as Moat indicates openness to advanced tech, presenting avenues for additional analytics, cybersecurity, or client portal solutions.

Competitive Landscape Operating within a market industry populated by large firms like Charles Schwab and Fidelity, Regent can benefit from cost-effective, innovative solutions that differentiate their personalized service approach.

Regulatory & Compliance Their affiliation with LPL Financial and compliance with FINRA/SIPC suggests opportunities for compliance management tools or regulatory technology to support their advisory and securities operations.

Regent Financial Services, Inc. Tech Stack

Regent Financial Services, Inc. uses 8 technology products and services including Moat, Amazon Web Services, Google Hosted Libraries, and more. Explore Regent Financial Services, Inc.'s tech stack below.

  • Moat
    Analytics
  • Amazon Web Services
    Cloud Hosting
  • Google Hosted Libraries
    Content Delivery Network
  • Google Fonts API
    Font Scripts
  • Modernizr
    Javascript Libraries
  • UPS
    Logistics
  • Microsoft
    Miscellaneous
  • Microsoft Word
    Office Suites

Media & News

Regent Financial Services, Inc.'s Email Address Formats

Regent Financial Services, Inc. uses at least 1 format(s):
Regent Financial Services, Inc. Email FormatsExamplePercentage
First@regentfs.comJohn@regentfs.com
100%

Frequently Asked Questions

Where is Regent Financial Services, Inc.'s headquarters located?

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Regent Financial Services, Inc.'s main headquarters is located at 7134 South Yale Avenue Suite 700 Tulsa, Oklahoma 74136 United States. The company has employees across 1 continents, including North America.

What is Regent Financial Services, Inc.'s phone number?

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You can contact Regent Financial Services, Inc.'s main corporate office by phone at . For more prospecting data, LeadIQ has access to up-to-date and accurate contact information within our platform. Find, capture, and sync contact data to your CRM and sales tools in one click.

What is Regent Financial Services, Inc.'s official website and social media links?

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Regent Financial Services, Inc.'s official website is regentfs.com and has social profiles on LinkedIn.

What is Regent Financial Services, Inc.'s NAICS code?

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Regent Financial Services, Inc.'s NAICS code is 52 - Finance and Insurance.

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

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As of May 2026, Regent Financial Services, Inc. has approximately 8 employees across 1 continents, including North America. Key team members include President: G. S.Owner - President: C. Z.Principal And Founder: F. B.. Explore Regent Financial Services, Inc.'s employee directory with LeadIQ.

What industry does Regent Financial Services, Inc. belong to?

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Regent Financial Services, Inc. operates in the Financial Services industry.

What technology does Regent Financial Services, Inc. use?

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Regent Financial Services, Inc.'s tech stack includes MoatAmazon Web ServicesGoogle Hosted LibrariesGoogle Fonts APIModernizrUPSMicrosoftMicrosoft Word.

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

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Regent Financial Services, Inc.'s email format typically follows the pattern of First@regentfs.com. Find more Regent Financial Services, Inc. email formats with LeadIQ.

When was Regent Financial Services, Inc. founded?

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Regent Financial Services, Inc. was founded in 2002.

Regent Financial Services, Inc.

Financial ServicesOklahoma, United States2-10 Employees

Financial planning with a human touch.

Regent Financial Services, Inc. was founded with the goal of assisting our clients in every aspect of their financial lives. We provide the most personal service available, earning our reputation for excellence in the industry. For each of our clients, we strive to help create fiscal stability and security to provide financial independence.
 
Our dedicated staff of experienced professionals embrace a "hands on" approach to financial guidance.  The professional team at Regent Financial Services, chosen exclusively for their specialized financial knowledge and longevity in the financial services industry, upholds strict ethical standards.  These attributes are reflected in certifications we maintain: 

• CERTIFIED FINANCIAL PLANNER™
• CKA®
• RFC®

MISSION STATEMENT: Our passion is to help you achieve your dreams and overcome your fears through creative personalized financial strategies.  Using professional and thoughtful advice we provide education and guidance to promote your success and security.





For a list of states in which we are registered to do business, please visit www.RegentFS.com.

Securities offered through LPL Financial. Member FINRA/SIPC. Advisory Services offered through Drawbridge Capital, LLC, A Registered Investment Advisor and wholly owned subsidiary of Regent Financial Services. Drawbridge Capital and Regent Financial Services are separate entities from LPL Financial.

Third party posts found on this profile do not reflect the views of LPL Financial and have not been reviewed by LPL Financial as to accuracy or completeness.

Section iconCompany Overview

Headquarters
7134 South Yale Avenue Suite 700 Tulsa, Oklahoma 74136 United States
Phone number
NAICS Code
52 - Finance and Insurance
Founded
2002
Employees
2-10

Section iconMedia & News

Section iconFunding & Financials

  • $10M$25M

    Regent Financial Services, Inc.'s revenue is estimated to be in the range of $10M$25M

Section iconFunding & Financials

  • $10M$25M

    Regent Financial Services, Inc.'s revenue is estimated to be in the range of $10M$25M

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