Live Oak Advisors, LLC

Live Oak Advisors, LLC (CRD# 118417) is a financial advisory firm headquartered in Burlingame, CA. They manage $8,372,536 in 25 accounts and serve the financial needs of clients across 1 states (or territories).

Current Firm Details
By the Numbers
  • Total Assets Under Management
  • Total Number of Accounts
  • Average Account Value
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
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.


Financial Advisors at Live Oak Advisors, LLC
Showing 1 - 1 of 1 top financial advisors.
William R. Daniels
CRD#: 2259122
San Mateo, CA

William Daniels (CRD# 2259122) is an Investment Advisor Representative working at Live Oak Advisors, LLC in San Mateo, CA and has over 25 years of experience in the finance industry.

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