Oak Harvest Investment Services
Oak Harvest Investment Services (CRD# 173293) is a financial advisory firm headquartered in Houston, TX. They manage $728,834,314 in 817 accounts and serve the financial needs of clients across 19 states (or territories).
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Total Assets Under Management729MILLION
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Total Number of Accounts817ACCOUNTS
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Average Account Value$892,086
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for investment companies (as well as "business development companies")
- Educational seminars/workshops
AZ, CA, CO, FL, GA, IL, LA, NC, NH, NY, OH, OK, PA, TN, TX, UT, VA, WA, WI
Jessica Cannella (CRD# 6912937) is an Investment Advisor Representative working at Oak Harvest Investment Services in Houston, TX and has over 6 years of experience in the finance industry.
James McFarland (CRD# 6782963) is an Investment Advisor Representative working at Oak Harvest Investment Services in Houston, TX and has over 7 years of experience in the finance industry.
Christopher Myrick (CRD# 6779072) is an Investment Advisor Representative working at Oak Harvest Investment Services in Houston, TX and has over 7 years of experience in the finance industry.
Christopher Perras (CRD# 2401654) is an Investment Advisor Representative working at Oak Harvest Investment Services in Houston, TX and has over 10 years of experience in the finance industry.
Edward Rossi (CRD# 2318022) is an Investment Advisor Representative working at Oak Harvest Investment Services in Houston, TX and has over 30 years of experience in the finance industry.
Chad Schneider (CRD# 4191671) is an Investment Advisor Representative working at Oak Harvest Investment Services in Houston, TX and has over 23 years of experience in the finance industry.
Troy Sharpe (CRD# 6408500) is an Investment Advisor Representative working at Oak Harvest Investment Services in Houston, TX and has over 9 years of experience in the finance industry.
Janice Whitten (CRD# 2882019) is an Investment Advisor Representative working at Oak Harvest Investment Services in Houston, TX and has over 25 years of experience in the finance industry.
Dwane Bacak (CRD# 2594022) is an Investment Advisor Representative working at Oak Harvest Investment Services in Houston, TX and has over 25 years of experience in the finance industry.
Ryan Kenney (CRD# 7226953) is an Investment Advisor Representative working at Oak Harvest Investment Services in Houston, TX and has over 4 years of experience in the finance industry.