Blue Oaks Financial, LLC
Blue Oaks Financial, LLC (CRD# 290666) is a financial advisory firm headquartered in Rocklin, CA. They manage $5,234,270 in 24 accounts and serve the financial needs of clients across 1 states (or territories).
Current Firm Details
By the Numbers
-
Total Assets Under Management5MILLION
-
Total Number of Accounts24ACCOUNTS
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Average Account Value$218,095
Compensation Options
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
Advisory Services Offered
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Educational seminars/workshops
- Other
Types of Clients
Registered States
Registered Investment Advisor
The map below shows states where this firm has explicit registration only.
CA
Financial Advisors at Blue Oaks Financial, LLC
1
Ryan Burgess (CRD# 5483482) is an Investment Advisor Representative working at Blue Oaks Financial, LLC in Rocklin, CA and has over 11 years of experience in the finance industry.
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