Unclaimed
Harvey Little is a registered Investment Advisor Representative with Regent Wealth Management, Inc. Harvey is also a Certified Public Accountant and is a shareholder at Bryan & Little CPA's P.C.. Harvey has been in the financial services industry since May 1976. Harvey's specializations include Financial Planning and Portfolio Management.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Personalized portfolio management to meet individual financial objectives.
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
A percentage of the total value of assets under management is charged.
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OK
08/03/2009 - Present
Regent Wealth Management, Inc. (TULSA OK)
IA
Issued 11/16/1999
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
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