Live Oak Wealth Advisory Group, LLC

Live Oak Wealth Advisory Group, LLC (CRD# 154962) is a financial advisory firm headquartered in Houston, TX. They manage $133,920,781 in 314 accounts and serve the financial needs of clients across 3 states (or territories).

Current Firm Details
3730 Kirby Drive, Suite 1200, Houston, TX 77030
http://liveoakwag.com
By the Numbers
  • Total Assets Under Management
    134
    MILLION
  • Total Number of Accounts
    314
    ACCOUNTS
  • Average Account Value
    $426,499
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Performance-based fees
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.

LA, NM, TX

Financial Advisors at Live Oak Wealth Advisory Group, LLC
Showing 1 - 4 of 4 top financial advisors.
1
William Jobes, financial advisor Houston TX
William K. Jobes
CRD#: 258753
3730 Kirby Drive, Suite 1200, Houston, TX 77030

William Jobes (CRD# 258753) is an Investment Advisor Representative working at Live Oak Wealth Advisory Group, LLC in Houston, TX and has over 42 years of experience in the finance industry.

2
John Robertson, financial advisor Houston TX
John M. Robertson
CRD#: 4412056
3730 Kirby Drive, Suite 1200, Houston, TX 77030

John Robertson (CRD# 4412056) is an Investment Advisor Representative working at Live Oak Wealth Advisory Group, LLC in Houston, TX and has over 22 years of experience in the finance industry.

3
Jonathan Solo, financial advisor Houston TX
Jonathan S. Solo
CRD#: 5434243
3730 Kirby Drive, Suite 1200, Houston, TX 77030

Jonathan Solo (CRD# 5434243) is an Investment Advisor Representative working at Live Oak Wealth Advisory Group, LLC in Houston, TX and has over 16 years of experience in the finance industry.

4
John Whittington, financial advisor Houston TX
John R. Whittington
CRD#: 1098629
3730 Kirby Drive, Suite 1200, Houston, TX 77030

John Whittington (CRD# 1098629) is an Investment Advisor Representative working at Live Oak Wealth Advisory Group, LLC in Houston, TX and has over 41 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.

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