The Oakes Financial Group

The Oakes Financial Group (CRD# 159355) is a financial advisory firm headquartered in Troy, NH. They manage $12,216,267 in 26 accounts and serve the financial needs of clients across 2 states (or territories).

Current Firm Details
428 Richmond Rd, Troy, NH 03465
By the Numbers
  • Total Assets Under Management
    12
    MILLION
  • Total Number of Accounts
    26
    ACCOUNTS
  • Average Account Value
    $469,856
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Educational seminars/workshops
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

MA, NH

Financial Advisors at The Oakes Financial Group
Showing 1 - 1 of 1 top financial advisors.
1
Edward Oakes, financial advisor Troy NH
Edward F. Oakes
CRD#: 4947738
Troy, NH

Edward Oakes (CRD# 4947738) is an Investment Advisor Representative working at The Oakes Financial Group in Troy, NH and has over 18 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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