Oake Financial LLC

Oake Financial LLC (CRD# 316992) is a financial advisory firm headquartered in , . They manage $28,435,621 in 66 accounts and serve the financial needs of clients across 1 states (or territories).

Current Firm Details
https://www.oakefinancial.com
By the Numbers
  • Total Assets Under Management
    28
    MILLION
  • Total Number of Accounts
    66
    ACCOUNTS
  • Average Account Value
    $430,843
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

NC

Financial Advisors at Oake Financial LLC
Showing 1 - 1 of 1 top financial advisors.
1
Christopher Brown, financial advisor Charlotte NC
Christopher N. Brown
CRD#: 2958994
Charlotte, NC

Christopher Brown (CRD# 2958994) is an Investment Advisor Representative working at Oake Financial LLC in Charlotte, NC and has over 26 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.

Ready to hire a financial advisor? Get competitive proposals from multiple advisors.
Request Proposals