Oak City Consulting, LLC
Oak City Consulting, LLC (CRD# 162220) is a financial advisory firm headquartered in Raleigh, NC. They manage $346,762,393 in 347 accounts and serve the financial needs of clients across 5 states (or territories).
Total Assets Under Management347MILLION
Total Number of Accounts347ACCOUNTS
Average Account Value$999,315
- A percentage of assets under your management
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
AL, FL, NC, NM, TX
Ryan Thomsen (CRD# 5438732) is an Investment Advisor Representative working at First Oak Wealth Management, LLC in Raleigh, NC, working previously at Fidelity Investments and Edward Jones.
Ross Roggensack (CRD# 2088668) is an Investment Advisor Representative working at Oak City Consulting, LLC in Raleigh, NC and has over 27 years of experience in the finance industry.