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).
Total Assets Under Management8MILLION
Total Number of Accounts25ACCOUNTS
Average Account Value$334,901
- A percentage of assets under your management
- Financial planning services
- Portfolio management for individuals and/or small businesses
William Daniels (CRD# 2259122) is an Investment Advisor Representative working at Live Oak Advisors, LLC in San Mateo, CA and has over 24 years of experience in the finance industry.