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).

Current Firm Details
By the Numbers
  • Total Assets Under Management
    10
    MILLION
  • Total Number of Accounts
    26
    ACCOUNTS
  • Average Account Value
    $394,714
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.

CA

Financial Advisors at Live Oak Advisors, LLC
Showing 1 - 1 of 1 top financial advisors.
1
William R. Daniels
CRD#: 2259122
Hillsborough, CA
93
Wealthminder
score

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.

Ready to hire a financial advisor? Get competitive proposals from multiple advisors.