The Oakes Financial Group

The Oakes Financial Group (CRD# 159355) is a financial advisory firm headquartered in Westford, MA. They manage $5,432,000 in 58 accounts and serve the financial needs of clients across 1 states (or territories).

Current Firm Details
By the Numbers
  • Total Assets Under Management
  • Total Number of Accounts
  • Average Account Value
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Educational seminars/workshops
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.


Financial Advisors at The Oakes Financial Group
Showing 1 - 1 of 1 top financial advisors.
Edward F. Oakes
CRD#: 4947738
323 Littleton Road, Westford, MA 01886

Edward Oakes (CRD# 4947738) is an Investment Advisor Representative working at The Oakes Financial Group in Westford, MA and has over 11 years of experience in the finance industry.

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