Bill Oakes Ea, Cfp

Bill Oakes Ea, Cfp (CRD# 152825) is a financial advisory firm headquartered in San Jose, CA. They serve the financial needs of clients across 1 states (or territories).

Current Firm Details
175 Bernal Road #20, San Jose, CA 95119
http://www.oakesfp.com
By the Numbers
  • Total Assets Under Management
    0
    MILLION
  • Total Number of Accounts
    0
    ACCOUNTS
  • Average Account Value
    $0
Compensation Options
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

CA

Financial Advisors at Bill Oakes Ea, Cfp
Showing 1 - 1 of 1 top financial advisors.
1
William Oakes, financial advisor
William F. Oakes
CRD#: 2796535
,
96
Wealthminder
score

William Oakes (CRD# 2796535) is an Investment Advisor Representative working at Bill Oakes Ea, Cfp in , and has over 21 years of experience in the finance industry. William Oakes has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

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Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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