Be advised. This firm is no longer registered.

Oak Tree Financial Services, LLC

Oak Tree Financial Services, LLC (CRD# 175281) is a financial advisory firm headquartered in Huntsville, AL. They manage $111,915,798 in 349 accounts and serve the financial needs of clients across 4 states (or territories).

By the Numbers
  • Total Assets Under Management
    112
    MILLION
  • Total Number of Accounts
    349
    ACCOUNTS
  • Average Account Value
    $320,676
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
The map below shows states where this firm has explicit registration only.

AL, NE, TN, TX

Financial Advisors at Oak Tree Financial Services, LLC
No Advisor Found.
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