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.
CRD# 7047829
Edward Jones
CRD# 2285905
Archer Investment Corporation
CRD# 4309276
Cetera Investment Advisers LLC
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 |
- MA
- NH
-
Total Assets Under Management12MILLIONS
-
Total Number of Accounts26ACCOUNTS
-
Average Account Value$469,856
- A percentage of assets under your management
- Hourly charges
- Portfolio management for individuals and/or small businesses
- Educational seminars/workshops
MA, NH
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