Wilbert OakleyCRD Number: 4612563
Current Firm: Familywealth Asset Management
Wilbert Oakley (CRD# 4612563) is an Investment Advisor Representative working at Familywealth Asset Management in Dallas, TX and has over 15 years of experience in the finance industry.
Hedgefield Wealth Management
Cravens Brothers Private Wealth Management LLC
Patton Wealth Advisors
|Familywealth Asset Management||Lake Mary, FL||Mar 2020 - Current||2|
|Familywealth Advisers||Lake Mary, TX||Mar 2020 - Current||2|
|Familywealth Advisers||Lake Mary, FL||Jan 2018 - Current||4|
|Brookstone Capital Management LLC||Wheaton, IL||Oct 2007 - Current||14|
|Oakley Senior Services||Little Mary, FL||Nov 2003 - Current||18|
|Jolliffe Capital||Lake Mary, FL||Apr 2010 - Jun 2018||8|
|Advisersource.com||Lake Mary, FL||Sep 2017 - Dec 2017||< 1|
|Exam Code||Name||Passed Date|
|S65||NASAA Investment Advisors Law Examination||Jul 2007|
Total Assets Under Management268MILLIONS
Total Number of Accounts733ACCOUNTS
Average Account Value$366,169
- A percentage of assets under your management
- Subscription fees (for a newsletter or periodical)
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Selection of other advisers (including private fund managers)
- Publication of periodicals or newsletters
AL, AZ, CA, CO, CT, FL, GA, IA, IL, IN, KS, LA, MA, MD, MN, MO, MS, MT, NC, NE, NJ, NM, NV, OH, OR, PA, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WY
Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.
Wealthminder is a database of every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.
If you are looking for a specific financial advisor and you can’t find them on Wealthminder, it’s likely that they are either exclusively a broker or are unlicensed - please contact us and we’ll try to help!
Finding a Financial Advisor through Wealthminder
Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.
The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.
Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.
You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.
Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.