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ABOUT US

	Introduction to Regent
	Towns of Maine We Serve
	Directions and Map to Regent

"Why not invest your assets in the securities of companies you really like? As Mae West said, "Too much of a good thing can be wonderful"."

Warren Buffett

About Regent Financial Services

In Brief:

Brunswick, Maine is home to Regent Financial Services.
Fred Burgess, founder and president, has 28 years investment experience.
Before forming Regent, Fred worked with Bangor Securities and Merrill Lynch.
Alumni of University of Maine in business administration and economics.
Certified Financial Manager from Donald T. Regan School of Finance.
Accredited Investment Fiduciary™ designation from the Center for Fiduciary Studies - Joseph M. Katz Graduate School of Business at University of Pittsburgh.

Professional Life in the Financial Services Industry

Fred Burgess has more than 29 years of experience in the financial services industry. He has built his business and reputation on professional competence and trust, and continues to work with many of the same individuals whom he has served since the 1980s.

Prior to starting Regent Financial Services in 2003, Fred worked for 11 years as an Investment Management Consultant with Bangor Securities in Portland, Maine. Previously he worked at the Portland, Maine office of Merrill Lynch where, as a business financial consultant, he had advisory responsibilities for more than US$300 million in institutional and private accounts. In addition, he was responsible for the development and management of ERISA plans and fixed income investment accounts for institutional clients, as well as executive compensation consulting and estate planning. He is a member of the Financial Planning Association (FPA) and the Investment Management Consultants Association (IMCA).

Fred is an alumnus of the University of Maine, having studied business administration and economics. He received his CFM (Certified Financial Manager) in 1988 from the Donald T. Regan School of Finance at Merrill Lynch Pierce Fenner & Smith. In 2005 he was awarded the Accredited Investment Fiduciary™ designation from the Center for Fiduciary Studies - Joseph M. Katz Graduate School of Business at University of Pittsburgh. He is currently a candidate for Certified Investment Management Analyst (CIMA) at the Wharton School of Business of the University of Pennsylvania.

Read about Fred's volunteer activities and what he does for fun here.

Additional Resources Available Via Commonwealth Financial Network

While Regent Financial Services is independently owned and operated, from time to time we use research sources such as those provide by our broker/dealer affiliation, Commonwealth Financial Network and various other non-affiliated firms. These sources provide us with "Depth to the Bench" thinking and a wide range of investment research information to help us analyze conditions while retaining the small-firm flexibility recognized and appreciated by our long-standing clients.

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This communication is strictly intended for individuals residing in the states of CA, CT, FL, MA, MD, ME, MI, NC, NJ, OR, PA, RI, VI, VT. No offers may be made or accepted from any resident outside these states due to various state regulations and registration requirements regarding investment products and services. Securities and Advisory Services offered through Commonwealth Financial Network®, Member FINRA, SIPC, a Registered Investment Adviser. Regent Financial Services is a licensed Registered Investment Adviser in Maine for financial planning services.