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
11710 Plaza America Drive, Suite 2000, Reston, VA 20190
https://www.oaktonfinancial.com
By the Numbers
  • Total Assets Under Management
    12
    MILLION
  • Total Number of Accounts
    25
    ACCOUNTS
  • 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
The map below shows states where this firm has explicit registration only.

VA

Financial Advisors at Oakton Financial, LLC
Showing 1 - 1 of 1 top financial advisors.
1
Kevin Lozer, financial advisor Reston VA
Kevin B. Lozer
CRD#: 5504673
11710 Plaza America Drive, Suite 2000, Reston, VA 20190

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.

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.

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