Oak Tree Securities, Inc.

Oak Tree Securities, Inc. (CRD# 18126) is a financial advisory firm headquartered in Livermore, CA. They manage $3,689,200 in 5 accounts and serve the financial needs of clients across 2 states (or territories).

Current Firm Details
4049 1st Street, Suite 129, Livermore, CA 94551
By the Numbers
  • Total Assets Under Management
    4
    MILLION
  • Total Number of Accounts
    5
    ACCOUNTS
  • Average Account Value
    $737,840
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
The map below shows states where this firm has explicit registration only.

CA, HI

Financial Advisors at Oak Tree Securities, Inc.
Showing 1 - 3 of 3 top financial advisors.
1
Donald Clephane, financial advisor Honolulu HI
Donald R. Clephane
CRD#: 2693579
900 Fort Street Mall, Suite 965, Honolulu, HI 96813

Donald Clephane (CRD# 2693579) is an Investment Advisor Representative working at Oak Tree Securities, Inc. in Honolulu, HI and has over 28 years of experience in the finance industry.

2
David Godinez, financial advisor Livermore CA
David G. Godinez
CRD#: 2086793
4049 1st Street, Suite 129, Livermore, CA 94551

David Godinez (CRD# 2086793) is an Investment Advisor Representative working at Oak Tree Securities, Inc. in Livermore, CA and has over 12 years of experience in the finance industry.

3
Daniel Quesada, financial advisor Brentwood CA
Daniel M. Quesada
CRD#: 817404
Brentwood, CA

Daniel Quesada (CRD# 817404) is an Investment Advisor Representative working at Oak Tree Securities, Inc. in Brentwood, CA and has over 34 years of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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