Live Oak Advisors, LLC

Live Oak Advisors, LLC (CRD# 118417) is a financial advisory firm headquartered in Burlingame, CA. They manage $6,431,119 in 6 accounts and serve the financial needs of clients across 1 states (or territories).

Current Firm Details
Po Box 1756, Burlingame, CA 94011
By the Numbers
  • Total Assets Under Management
    6
    MILLION
  • Total Number of Accounts
    6
    ACCOUNTS
  • Average Account Value
    $1,071,853
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
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 Daniels, financial advisor Hillsborough CA
William R. Daniels
CRD#: 2259122
Hillsborough, CA

William Daniels (CRD# 2259122) is an Investment Advisor Representative working at Live Oak Advisors, LLC in Hillsborough, CA and has over 31 years of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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