Edward Oakes, financial advisor Troy NH

Edward Oakes

CRD Number: 4947738
Current Firm: The Oakes Financial Group

Edward Oakes (CRD# 4947738) is an Investment Advisor Representative working at The Oakes Financial Group in Troy, NH and has over 18 years of experience in the finance industry.

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Company Name Location Dates Years
Oakes Financial Services, Inc. Westford, MA Nov 2011 - Current 12
Hancock Tax & Financial Services Westford, MA Jan 2005 - Current 19
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Sep 2005
S66 NASAA Uniform Combined State Law Examination Dec 2006
Contact Info for Edward F. Oakes
Phone Number: 603-313-6622
Registered State(s):
  • MA
  • NH
By the Numbers
  • Total Assets Under Management
    12
    MILLIONS
  • Total Number of Accounts
    26
    ACCOUNTS
  • Average Account Value
    $469,856
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Educational seminars/workshops
Types of Clients
Registered States

MA, NH

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