Oak Tree Financial Services
Oak Tree Financial Services (CRD# 175281) is a financial advisory firm headquartered in Huntsville, AL. They manage $29,855,689 in 97 accounts and serve the financial needs of clients across 2 states (or territories).
Total Assets Under Management30MILLION
Total Number of Accounts97ACCOUNTS
Average Account Value$307,791
- 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
- Pension consulting services
Ronnie Moody (CRD# 1002081) is an Investment Advisor Representative working at Oak Tree Financial Services in Huntsville, AL and has over 35 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.
Miranda Yount (CRD# 5193440) is an Investment Advisor Representative working at Oak Tree Financial Services in Huntsville, AL and has over 4 years of experience in the finance industry.