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).

By the Numbers
  • Total Assets Under Management
    729
    MILLION
  • Total Number of Accounts
    817
    ACCOUNTS
  • Average Account Value
    $892,086
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • 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
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

AZ, CA, CO, FL, GA, IL, LA, NC, NH, NY, OH, OK, PA, TN, TX, UT, VA, WA, WI

Financial Advisors at Oak Harvest Investment Services
Showing 1 - 10 of 15 top financial advisors.
1
Jessica Cannella
CRD#: 6912937
920 Memorial City Way, Suite 150, Houston, TX 77024

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.

2
James A. McFarland
CRD#: 6782963
920 Memorial City Way, Suite 150, Houston, TX 77024

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.

3
Christopher T. Myrick
CRD#: 6779072
920 Memorial City Way, Suite 150, Houston, TX 77024

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.

4
Christopher Perras
CRD#: 2401654
920 Memorial City Way, Suite 150, Houston, TX 77024

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.

5
Edward J. Rossi
CRD#: 2318022
920 Memorial City Way, Suite 150, Houston, TX 77024

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.

6
Chad L. Schneider
CRD#: 4191671
920 Memorial City Way, Suite 150, Houston, TX 77024

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.

7
Troy R. Sharpe
CRD#: 6408500
920 Memorial City Way, Suite 150, Houston, TX 77024

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.

8
Janice J. Whitten
CRD#: 2882019
920 Memorial City Way, Suite 150, Houston, TX 77024

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.

9
Dwane J. Bacak
CRD#: 2594022
920 Memorial City Way, Suite 150, Houston, TX 77024

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.

10
Ryan P. Kenney
CRD#: 7226953
920 Memorial City Way, Suite 150, Houston, TX 77024

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.

1 2 ... Next
Ready to hire a financial advisor? Get competitive proposals from multiple advisors.