Live Oak Wealth Management, LLC

Live Oak Wealth Management, LLC (CRD# 306225) is a financial advisory firm headquartered in Covington, LA. They manage $31,898,914 in 318 accounts and serve the financial needs of clients across 3 states (or territories).

Current Firm Details
7020 Hwy 190 Suite A, Covington, LA 70433
By the Numbers
  • Total Assets Under Management
    32
    MILLION
  • Total Number of Accounts
    318
    ACCOUNTS
  • Average Account Value
    $100,311
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
  • Other
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

LA, MS, TX

Financial Advisors at Live Oak Wealth Management, LLC
Showing 1 - 3 of 3 top financial advisors.
1
Daniel Haar, financial advisor Covington LA
Daniel J. Haar
CRD#: 6385338
7020 Hwy 190 Suite A, Covington, LA 70433

Daniel Haar (CRD# 6385338) is an Investment Advisor Representative working at Live Oak Wealth Management, LLC in Covington, LA and has over 8 years of experience in the finance industry.

2
Raymond Jenkins, financial advisor Covington LA
Raymond K. Jenkins
CRD#: 5288976
7020 Hwy 190 Suite A, Covington, LA 70433

Raymond Jenkins (CRD# 5288976) is an Investment Advisor Representative working at Live Oak Wealth Management, LLC in Covington, LA and has over 17 years of experience in the finance industry.

3
Stephen Satterlee, financial advisor Covington LA
Stephen T. Satterlee
CRD#: 2285689
7020 Hwy 190 Suite A, Covington, LA 70433

Stephen Satterlee (CRD# 2285689) is an Investment Advisor Representative working at Live Oak Wealth Management, LLC in Covington, LA and has over 29 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