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).
Total Assets Under Management19MILLION
Total Number of Accounts58ACCOUNTS
Average Account Value$327,586
- A percentage of assets under your management
- Portfolio management for individuals and/or small businesses
Steven Pierce (CRD# 1253275) is an Investment Advisor Representative working at Oakmont Financial Services, LLC in McKinney, TX and has over 33 years of experience in the finance industry.