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).
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Total Assets Under Management783MILLION
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Total Number of Accounts245ACCOUNTS
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Average Account Value$3,194,002
- A percentage of assets under your management
- Other
- 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
NC, TX
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.
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.
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.