Oak Springs Wealth Management, LLC
Oak Springs Wealth Management, LLC (CRD# 164332) is a financial advisory firm headquartered in Knoxville, TN. They manage $56,026,116 in 149 accounts and serve the financial needs of clients across 3 states (or territories).
Total Assets Under Management56MILLION
Total Number of Accounts149ACCOUNTS
Average Account Value$376,014
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
GA, TN, TX
Carol Johnson (CRD# 2664717) is an Investment Advisor Representative working at Oak Springs Wealth Management, LLC in Knoxville, TN and has over 18 years of experience in the finance industry. Carol Johnson has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
George Lee (CRD# 4389389) is an Investment Advisor Representative working at Oak Springs Wealth Management, LLC in Knoxville, TN and has over 15 years of experience in the finance industry.