Oak City Consulting, LLC

Oak City Consulting, LLC (CRD# 162220) is a financial advisory firm headquartered in Wake Forest, NC. They manage $782,530,591 in 245 accounts and serve the financial needs of clients across 2 states (or territories).

By the Numbers
  • Total Assets Under Management
    783
    MILLION
  • Total Number of Accounts
    245
    ACCOUNTS
  • Average Account Value
    $3,194,002
Compensation Options
  • A percentage of assets under your management
  • Other
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Selection of other advisers (including private fund managers)
  • Other
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

NC, TX

Financial Advisors at Oak City Consulting, LLC
Showing 1 - 3 of 3 top financial advisors.
1
Ross P. Roggensack
CRD#: 2088668
214 E Jones Ave, Wake Forest, NC 27587

Ross Roggensack (CRD# 2088668) is an Investment Advisor Representative working at Oak City Consulting, LLC in Wake Forest, NC and has over 33 years of experience in the finance industry.

2
Daniel Ward
CRD#: 6627521
214 E Jones Ave, Wake Forest, NC 27587

Daniel Ward (CRD# 6627521) is an Investment Advisor Representative working at Oak City Consulting, LLC in Wake Forest, NC and has over 7 years of experience in the finance industry.

3
Bretton S. Danforth
CRD#: 7457358
214 E Jones Ave, Wake Forest, NC 27587

Bretton Danforth (CRD# 7457358) is an Investment Advisor Representative working at Oak City Consulting, LLC in Wake Forest, NC and has 1 year of experience in the finance industry.

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