Oakmont Advisory Group, LLC

Oakmont Advisory Group, LLC (CRD# 158890) is a financial advisory firm headquartered in Albuquerque, NM. They serve the financial needs of clients across 1 states (or territories).

By the Numbers
  • Total Assets Under Management
    0
    MILLION
  • Total Number of Accounts
    0
    ACCOUNTS
  • Average Account Value
    $0
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
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.

NM

Financial Advisors at Oakmont Advisory Group, LLC
Showing 1 - 3 of 3 top financial advisors.
1
David R. Gilmore
CRD#: 6584199
5600 Eubank Blvd, Ne, Suite 130, Albuquerque, NM 87111
90
Wealthminder
score

David Gilmore (CRD# 6584199) is an Investment Advisor Representative working at Oakmont Advisory Group, LLC in Albuquerque, NM and has 1 year of experience in the finance industry.

2
David B. Hicks
CRD#: 6156912
5600 Eubank Blvd, Ne, Suite 130, Albuquerque, NM 87111
90
Wealthminder
score

David Hicks (CRD# 6156912) is an Investment Advisor Representative working at Oakmont Advisory Group, LLC in Albuquerque, NM and has over 3 years of experience in the finance industry.

3
Ralph W. Hicks
CRD#: 1500855
5600 Eubank Blvd, Ne, Suite 130, Albuquerque, NM 87111
66
Wealthminder
score

Ralph Hicks (CRD# 1500855) is an Investment Advisor Representative working at Oakmont Advisory Group, LLC in Albuquerque, NM and has over 29 years of experience in the finance industry.

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