Live Oak Advisors, LLC
Live Oak Advisors, LLC (CRD# 118417) is a financial advisory firm headquartered in Burlingame, CA. They manage $10,262,573 in 26 accounts and serve the financial needs of clients across 1 states (or territories).
Total Assets Under Management10MILLION
Total Number of Accounts26ACCOUNTS
Average Account Value$394,714
- 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 Hillsborough, CA and has over 25 years of experience in the finance industry.