Oak Tree Securities, Inc.

Oak Tree Securities, Inc. (CRD# 18126) is a financial advisory firm headquartered in Livermore, CA. They manage $4,620,940 in 15 accounts and serve the financial needs of clients across 2 states (or territories).

Current Firm Details
By the Numbers
  • Total Assets Under Management
    5
    MILLION
  • Total Number of Accounts
    15
    ACCOUNTS
  • Average Account Value
    $308,063
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
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.

CA, HI

Financial Advisors at Oak Tree Securities, Inc.
Showing 1 - 8 of 8 top financial advisors.
1
Fred A. Avalli
CRD#: 3080268
Hollister, CA
93
Wealthminder
score

Fred Avalli (CRD# 3080268) is an Investment Advisor Representative working at Oak Tree Securities, Inc. in Hollister, CA and has over 18 years of experience in the finance industry.

2
Bruce R. Beetz
CRD#: 1527269
Santa Clara, CA
93
Wealthminder
score

Bruce Beetz (CRD# 1527269) is an Investment Advisor Representative working at Oak Tree Securities, Inc. in Santa Clara, CA and has over 25 years of experience in the finance industry.

3
Steven C. Brumbaugh
CRD#: 1339026
5050 Elcamino Real, Ste. 100, Los Altos, CA 94022
93
Wealthminder
score

Steven Brumbaugh (CRD# 1339026) is an Investment Advisor Representative working at Oak Tree Securities, Inc. in Los Altos, CA and has over 31 years of experience in the finance industry.

4
Donald R. Clephane
CRD#: 2693579
900 Fort Street, Suite 1202, Honolulu, HI 96813
93
Wealthminder
score

Donald Clephane (CRD# 2693579) is an Investment Advisor Representative working at Oak Tree Securities, Inc. in Honolulu, HI and has over 20 years of experience in the finance industry.

5
Mark A. Pizarek
CRD#: 3216820
525 West Remington Dr, Suite 98, Sunnyvale, CA 94087
93
Wealthminder
score

Mark Pizarek (CRD# 3216820) is an Investment Advisor Representative working at Oak Tree Securities, Inc. in Sunnyvale, CA and has over 15 years of experience in the finance industry.

6
Daniel M. Quesada
CRD#: 817404
Sacramento, CA
93
Wealthminder
score

Daniel Quesada (CRD# 817404) is an Investment Advisor Representative working at Oak Tree Securities, Inc. in Sacramento, CA and has over 27 years of experience in the finance industry.

7
David G. Godinez
CRD#: 2086793
4049 First Street, Suite 129, Livermore, CA 94551
90
Wealthminder
score

David Godinez (CRD# 2086793) is an Investment Advisor Representative working at Oak Tree Securities, Inc. in Livermore, CA and has over 5 years of experience in the finance industry.

8
Dennis A. Larson
CRD#: 302868
Sacramento, CA
77
Wealthminder
score

Dennis Larson (CRD# 302868) is an Investment Advisor Representative working at Oak Tree Securities, Inc. in Sacramento, CA and has 1 year of experience in the finance industry.

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