Oak Tree Financial Services, LLC

Oak Tree Financial Services, LLC (CRD# 175281) is a financial advisory firm headquartered in Huntsville, AL. They manage $33,180,554 in 107 accounts and serve the financial needs of clients across 2 states (or territories).

By the Numbers
  • Total Assets Under Management
    33
    MILLION
  • Total Number of Accounts
    107
    ACCOUNTS
  • Average Account Value
    $310,099
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 - 3 of 3 top financial advisors.
1
Ronnie P. Moody
CRD#: 1002081
400 Bob Wallace Avenue Sw, Huntsville, AL 35801
96
Wealthminder
score

Ronnie Moody (CRD# 1002081) is an Investment Advisor Representative working at Oak Tree Financial Services, LLC in Huntsville, AL and has over 36 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.

2
Miranda J. Yount
CRD#: 5193440
400 Bob Wallace Avenue Sw, Huntsville, AL 35801
90
Wealthminder
score

Miranda Yount (CRD# 5193440) is an Investment Advisor Representative working at Oak Tree Financial Services, LLC in Huntsville, AL and has over 5 years of experience in the finance industry.

3
Richard D. Gregory
CRD#: 2801852
400 Bob Wallace Avenue Sw, Huntsville, AL 35801
83
Wealthminder
score

Richard Gregory (CRD# 2801852) is an Investment Advisor Representative working at Oak Tree Financial Services, LLC in Huntsville, AL and has over 21 years of experience in the finance industry.

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