Stone Oak Wealth Management, LLC
Stone Oak Wealth Management, LLC (CRD# 288217) is a financial advisory firm headquartered in San Antonio, TX. They manage $266,273,633 in 853 accounts and serve the financial needs of clients across 1 states (or territories).
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Total Assets Under Management266MILLION
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Total Number of Accounts853ACCOUNTS
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Average Account Value$312,161
- A percentage of assets under your management
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers (including private fund managers)
TX
John Dallahan (CRD# 873919) is an Investment Advisor Representative working at Stone Oak Wealth Management, LLC in San Antonio, TX and has over 32 years of experience in the finance industry.
Donald Laurence (CRD# 3100139) is an Investment Advisor Representative working at Stone Oak Wealth Management, LLC in San Antonio, TX and has over 25 years of experience in the finance industry.
Cristina Raft (CRD# 1831026) is an Investment Advisor Representative working at Stone Oak Wealth Management, LLC in San Antonio, TX and has over 25 years of experience in the finance industry.
Gregory Thompson (CRD# 4233655) is an Investment Advisor Representative working at Stone Oak Wealth Management, LLC in San Antonio, TX and has over 23 years of experience in the finance industry.
Lawrence Brown (CRD# 6010827) is an Investment Advisor Representative working at Stone Oak Wealth Management, LLC in San Antonio, TX and has over 9 years of experience in the finance industry.