Regent Financial Services

Finance · Maine, United States · 1-10 Employees

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Overview

Headquarters

18 Pleasant St, Brunswick, Maine, 04011,...

Phone Number

(207) 725-6929

Revenue

<$5 Million

Industry

Finance Securities Trading
ZI Rank: 1
Signal Type
Dec
Jan
Feb
Mar
Apr
May
ZI Rank
1
1
1
1
1
1

About Regent Financial Services

Commonwealth Financial Network - Peter Coopersmith is a financial planning firm located in Brunswick, ME, specializing in wealth management, retirement consulting, and financial planning services. The firm is dedicated to creating tailored financial plans for clients, leveraging extensive experience and a powerful network to achieve their financial goals. They prioritize building long-term relationships with clients and provide access to a wide range of financial products and services, supported by advanced technology. Commonwealth Financial Network emphasizes independence, research, and personal development, ensuring that clients receive attentive and personalized service.Explore more
Popular SearchesRegent Financial ServicesFred G BurgessRegent FinancialSIC Code 62,628NAICS Code 52,523Show more

Regent Financial Services Org Chart

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Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

Regent Financial Services

<$5M
1-10
Private
-
2003
FB
Fred BurgessPrincipal and Founder
$6M
11-50
Private
<$5M
1982
AS
Ashwin ShahController
<$5M
1-10
Private
-
2017
N/A
<$5M
1-10
Private
-
2014
MZ
Mitchell ZidesPresident & Senior Independent Fee Wealth Advisor & Only Financial Planner & Portfolio Manager
<$5M
1-10
Private
-
2012
<$5M
1-10
Private
-
2003
Wm. Lee, President at Wealth Advisory Services
Wm. LeePresident
<$5M
1-10
Private
-
2011
CF
Cheri FranklinPresident & Co-Founder
Illustration of an envelope

Company Profile Activity

i

Among all Finance companies

Low Activity

High Activity

Activity Insights

Regent Financial Services is experiencing very low activity levels compared to other companies in the Finance sector.

What does this means?

Regent Financial Services is drawing exceptional interest within the Finance industry, suggesting notable developments or strong market momentum, learn more about Regent Financial Services.

Regent Financial Services Tech Stack

A closer look at the technologies used by Regent Financial Services

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Frequently Asked Questions Regarding Regent Financial Services

What is Regent Financial Services's official website?
Regent Financial Services's official website is www.regentone.com
What is Regent Financial Services's Revenue?
Regent Financial Services's revenue is <$5 Million
What is Regent Financial Services's SIC code?
Regent Financial Services's SIC: 62,628
What is Regent Financial Services's NAICS code?
Regent Financial Services's NAICS: 52,523
How many employees does Regent Financial Services have?
Regent Financial Services has 1-10 employees
What industry does Regent Financial Services belong to?
Regent Financial Services is in the industry of: Finance, Securities Trading
What is Regent Financial Services competition?
Regent Financial Services top competitors include: Wealth Advisory Services, Nick Weber Wealth, Kolinsky Wealth Management, Core Wealth Management
What technology does Regent Financial Services use?
Some of the popular technologies that Regent Financial Services uses are: DocuSign, Google Workspace, Cloudflare DNS
How do I contact Regent Financial Services?
Regent Financial Services contact info: Phone number: (207) 725-6929 Website: www.regentone.com
What does Regent Financial Services do?

Commonwealth Financial Network - Peter Coopersmith is a financial planning firm located in Brunswick, ME, specializing in wealth management, retirement consulting, and financial planning services. The firm is dedicated to creating tailored financial plans for clients, leveraging extensive experience and a powerful network to achieve their financial... goals. They prioritize building long-term relationships with clients and provide access to a wide range of financial products and services, supported by advanced technology. Commonwealth Financial Network emphasizes independence, research, and personal development, ensuring that clients receive attentive and personalized service.Read More

Is Regent Financial Services a public company?
Regent Financial Services is private company therefore does not currently have an official ticker symbol
See more information about Regent Financial Services

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