Live Oak Advisors, LLC
Live Oak Advisors, LLC (CRD# 118417) is a financial advisory firm headquartered in Burlingame, CA. They manage $6,431,119 in 6 accounts and serve the financial needs of clients across 1 states (or territories).
Current Firm Details
Live Oak Advisors, LLC
By the Numbers
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Total Assets Under Management6MILLION
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Total Number of Accounts6ACCOUNTS
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Average Account Value$1,071,853
Compensation Options
- A percentage of assets under your management
Advisory Services Offered
- Financial planning services
- Portfolio management for individuals and/or small businesses
Types of Clients
Registered States
Registered Investment Advisor
The map below shows states where this firm has explicit registration only.
CA
Financial Advisors at Live Oak Advisors, LLC
1
William Daniels (CRD# 2259122) is an Investment Advisor Representative working at Live Oak Advisors, LLC in Hillsborough, CA and has over 31 years of experience in the finance industry.
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