Oak Tree Financial Services, LLC

Oak Tree Financial Services, LLC (CRD# 175281) is a financial advisory firm headquartered in Huntsville, AL. They manage $124,398,864 in 462 accounts and serve the financial needs of clients across 2 states (or territories).

By the Numbers
  • Total Assets Under Management
    124
    MILLION
  • Total Number of Accounts
    462
    ACCOUNTS
  • Average Account Value
    $269,262
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
  • Pension consulting services
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

AL, TX

Financial Advisors at Oak Tree Financial Services, LLC
Showing 1 - 5 of 5 top financial advisors.
1
Stephen M. Cutter
CRD#: 6749025
400 Bob Wallace Avenue Sw, Huntsville, AL 35801

Stephen Cutter (CRD# 6749025) is an Investment Advisor Representative working at Oak Tree Financial Services, LLC in Huntsville, AL and has over 3 years of experience in the finance industry.

2
Richard D. Gregory
CRD#: 2801852
400 Bob Wallace Avenue Sw, Huntsville, AL 35801

Richard Gregory (CRD# 2801852) is an Investment Advisor Representative working at Oak Tree Financial Services, LLC in Huntsville, AL and has over 25 years of experience in the finance industry.

3
Jonathan S. Hornsby
CRD#: 5905497
400 Bob Wallace Avenue Sw, Huntsville, AL 35801

Jonathan Hornsby (CRD# 5905497) is an Investment Advisor Representative working at Oak Tree Financial Services, LLC in Huntsville, AL and has over 10 years of experience in the finance industry. Jonathan Hornsby 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.

4
Ronnie P. Moody
CRD#: 1002081
400 Bob Wallace Avenue Sw, Huntsville, AL 35801

Ronnie Moody (CRD# 1002081) is an Investment Advisor Representative working at Oak Tree Financial Services, LLC in Huntsville, AL and has over 40 years of experience in the finance industry. Ronnie Moody 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.

5
Brian A. Moody
CRD#: 7370379
400 Bob Wallace Avenue Sw, Huntsville, AL 35801

Brian Moody (CRD# 7370379) is an Investment Advisor Representative working at Oak Tree Financial Services, LLC in Huntsville, AL and has 1 year of experience in the finance industry.

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