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
Elizabeth Krog (CRD# 6898004) 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.
Susan Malone (CRD# 2206953) is an Investment Advisor Representative working at Oak Harvest Investment Services in Houston, TX and has over 28 years of experience in the finance industry.
Nicole Riney (CRD# 7206973) is an Investment Advisor Representative working at Oak Harvest Investment Services in Houston, TX and has 1 year of experience in the finance industry.
Charles Scavone (CRD# 2480848) is an Investment Advisor Representative working at Oak Harvest Investment Services in Houston, TX and has 1 year of experience in the finance industry.
John Vaclavik (CRD# 6965064) 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.