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William Paul Stitt

Regent Wealth Management, Inc.

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About William Paul Stitt

William Paul Stitt has been a registered investment advisor for over 25 years, having previously worked at both Edward Jones and Northwestern Mutual Investment Services. William is currently an investment advisor representative at Regent Wealth Management, Inc. based in Tulsa, Oklahoma. William is registered with the state of Oklahoma and also in Arkansas and Texas. William specializes in financial planning and portfolio management for individuals and has a strong record of serving both high net worth individuals and individuals other than high net worth clients. William also serves as a sole proprietor for an insurance sales business.

Firm Information

William Stitt is currently registered with Regent Wealth Management, Inc.. Regent Wealth Management, Inc. is an investment advisor that provides financial planning and portfolio management services to individuals and high-net-worth individuals. The firm manages approximately $65.89 million in assets for 177 clients.

$65.89M

Assets Under Management

Not reported

Total Clients

4

Total Financial Advisors

Services Offered

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.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

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.

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percentage of assets

A percentage of the total value of assets under management is charged.

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William Stitt’s Registration & Firm History

OK

08/03/2009 - Present

Regent Wealth Management, Inc. (TULSA OK)

MO

08/08/1994 - 01/21/2000

EDWARD JONES (ST. LOUIS MO)

WI

03/08/1993 - 08/12/1994

NORTHWESTERN MUTUAL INVESTMENT SERVICES, INC. (MILWAUKEE WI)

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Licenses & Designations

IA

Issued 12/14/1999

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 08/12/1994

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 08/05/1994

Series 7 - General Securities Representative Examination

BC

Issued 03/03/1993

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for William Paul Stitt.
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