Oakton Financial, LLC
Oakton Financial, LLC (CRD# 297609) is a financial advisory firm headquartered in Reston, VA. They manage $11,595,323 in 25 accounts and serve the financial needs of clients across 1 states (or territories).
Current Firm Details
By the Numbers
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Total Assets Under Management12MILLION
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Total Number of Accounts25ACCOUNTS
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Average Account Value$463,813
Compensation Options
- Fixed fees (other than subscription fees)
Advisory Services Offered
- Financial planning services
- Portfolio management for individuals and/or small businesses
Types of Clients
Registered States
Registered Investment Advisor
The map below shows states where this firm has explicit registration only.
VA
Financial Advisors at Oakton Financial, LLC
1
Kevin Lozer (CRD# 5504673) is an Investment Advisor Representative working at Oakton Financial, LLC in Reston, VA and has over 16 years of experience in the finance industry.
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