Live Oak Private Wealth, LLC

Live Oak Private Wealth, LLC (CRD# 297904) is a financial advisory firm headquartered in Wilmington, NC. They manage $951,618,167 in 1,025 accounts and serve the financial needs of clients across 6 states (or territories).

Current Firm Details
1741 Tiburon Drive, Wilmington, NC 28403
https://www.linkedin.com/company/live-oak-private-wealth/
By the Numbers
  • Total Assets Under Management
    952
    MILLION
  • Total Number of Accounts
    1,025
    ACCOUNTS
  • Average Account Value
    $928,408
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Publication of periodicals or newsletters
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

FL, GA, NC, SC, TX, VA

Financial Advisors at Live Oak Private Wealth, LLC
Showing 1 - 9 of 9 top financial advisors.
1
Andrew Basinger, financial advisor Wilmington NC
Andrew M. Basinger
CRD#: 5476521
1741 Tiburon Drive, Wilmington, NC 28403

Andrew Basinger (CRD# 5476521) is an Investment Advisor Representative working at Live Oak Private Wealth, LLC in Wilmington, NC and has over 15 years of experience in the finance industry.

2
John Coleman, financial advisor Wilmington NC
John W. Coleman
CRD#: 1619721
1741 Tiburon Drive, Wilmington, NC 28403

John Coleman (CRD# 1619721) is an Investment Advisor Representative working at Live Oak Private Wealth, LLC in Wilmington, NC and has over 37 years of experience in the finance industry.

3
William Collier, financial advisor Rocky Mount NC
William H. Collier
CRD#: 1123362
210 Bryant Street, Suite A, Rocky Mount, NC 27804

William Collier (CRD# 1123362) is an Investment Advisor Representative working at Live Oak Private Wealth, LLC in Rocky Mount, NC and has over 40 years of experience in the finance industry.

4
Frank Jolley, financial advisor Rocky Mount NC
Frank G. Jolley
CRD#: 1011372
210 Bryant Street, Suite A, Rocky Mount, NC 27804

Frank Jolley (CRD# 1011372) is an Investment Advisor Representative working at Live Oak Private Wealth, LLC in Rocky Mount, NC and has over 42 years of experience in the finance industry.

5
Connor Keller, financial advisor Wilmington NC
Connor C. Keller
CRD#: 3108829
1741 Tiburon Drive, Wilmington, NC 28403

Connor Keller (CRD# 3108829) is an Investment Advisor Representative working at Live Oak Private Wealth, LLC in Wilmington, NC and has over 23 years of experience in the finance industry.

6
Terry Sapp, financial advisor Wilmington NC
Terry W. Sapp
CRD#: 4561196
1741 Tiburon Drive, Wilmington, NC 28403

Terry Sapp (CRD# 4561196) is an Investment Advisor Representative working at Live Oak Private Wealth, LLC in Wilmington, NC and has over 23 years of experience in the finance industry.

7
Mary Bolton, financial advisor Rocky Mount NC
Mary A. Bolton
CRD#: 7439427
210 Bryant Street, Suite A, Rocky Mount, NC 27804

Mary Bolton (CRD# 7439427) is an Investment Advisor Representative working at Live Oak Private Wealth, LLC in Rocky Mount, NC and has 1 year of experience in the finance industry.

8
Daniel Hughes, financial advisor Wilmington NC
Daniel B. Hughes
CRD#: 7097869
1741 Tiburon Drive, Wilmington, NC 28403

Daniel Hughes (CRD# 7097869) is an Investment Advisor Representative working at Live Oak Private Wealth, LLC in Wilmington, NC and has over 4 years of experience in the finance industry.

9
Amanda Miars, financial advisor Wilmington NC
Amanda K. Miars
CRD#: 7854697
1741 Tiburon Drive, Wilmington, NC 28403

Amanda Miars (CRD# 7854697) is an Investment Advisor Representative working at Live Oak Private Wealth, LLC in Wilmington, NC and has 1 year 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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