Post Oak Financial, LLC

Post Oak Financial, LLC (CRD# 160257) is a financial advisory firm headquartered in , . They serve the financial needs of clients across 2 states (or territories).

Current Firm Details
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
  • Hourly charges
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
  • Other
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

LA, TX

Financial Advisors at Post Oak Financial, LLC
Showing 1 - 1 of 1 top financial advisors.
1
James R. Gandy
CRD#: 1301824
Houston, TX

James Gandy (CRD# 1301824) is an Investment Advisor Representative working at Post Oak Financial, LLC in Houston, TX and has over 39 years of experience in the finance industry.

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