William Paul Stitt Sr
Professional Summary
William Paul Stitt SR, who also goes by Bill Stitt Sr, Bill Stitt, William Paul Sr Stitt, is a registered financial advisor currently at REGENT WEALTH MANAGEMENT, INC. located in Tulsa, Oklahoma. William is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1993. William has worked at 5 firms and has passed the Series 65, Series 63, Series 7 and Series 6 exams.
At a Glance
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Other Aliases
Bill Stitt Sr, Bill Stitt, William Paul Sr Stitt
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Contact Information
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Disclosures are events reported to regulators, such as customer disputes, regulatory actions, employment separations, or financial events. Some are resolved, denied, or contested — a disclosure is not a verdict. We recommend asking an advisor directly about any disclosure on their record.
Disclosures on record.
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Years of Experience
33 years in the financial services industry
Current & Past Employments
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Current Firm
REGENT WEALTH MANAGEMENT, INC.
Contact Information
Main Address
9242 S. Sheridan Rd., Suite D, Tulsa, OK 74133Phone Number
(918) 622-1466# of Employees
2Documents
Regulatory Assets Under Management
Total Number of Accounts
164AUM (Assets Under Management)
$75,722,972Similar Advisors
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Other business activities
Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
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State Registrations and Notice Filings
(7/19/2019)
(8/3/2009)
(8/3/2009)
Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.
Exams
Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.
Series 6 — Investment Company Products/Variable Contracts Representative Examination
Passed Mar 1993About the Series 6 examSimilar Advisors
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CRS (Client Relationship Summary) - RIA
Click below to view William Paul Stitt SR's CRS (Customer Relationship Summary).
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