Oakmont Financial Services, LLC

Oakmont Financial Services, LLC (CRD# 115291) is a financial advisory firm headquartered in McKinney, TX. They manage $19,000,000 in 58 accounts and serve the financial needs of clients across 1 states (or territories).

Current Firm Details
By the Numbers
  • Total Assets Under Management
    19
    MILLION
  • Total Number of Accounts
    58
    ACCOUNTS
  • Average Account Value
    $327,586
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
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.

TX

Financial Advisors at Oakmont Financial Services, LLC
Showing 1 - 1 of 1 top financial advisors.
1
Steven M. Pierce
CRD#: 1253275
McKinney, TX
71
Wealthminder
score

Steven Pierce (CRD# 1253275) is an Investment Advisor Representative working at Oakmont Financial Services, LLC in McKinney, TX and has over 32 years of experience in the finance industry.

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