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).
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Total Assets Under Management134MILLION
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Total Number of Accounts314ACCOUNTS
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Average Account Value$426,499
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Performance-based fees
- Financial planning services
- Portfolio management for individuals and/or small businesses
LA, NM, TX
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.
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.
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.
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.