Water Oak Advisors, LLC

Water Oak Advisors, LLC (CRD# 140486) is a financial advisory firm headquartered in Winter Park, FL. They manage $1,447,699,006 in 1,597 accounts and serve the financial needs of clients across 21 states (or territories).

By the Numbers
  • Total Assets Under Management
    1,448
    MILLION
  • Total Number of Accounts
    1,597
    ACCOUNTS
  • Average Account Value
    $906,512
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
  • Performance-based fees
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for investment companies (as well as "business development companies")
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Other
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.

AL, CA, DC, FL, GA, MA, MD, ME, MI, MN, MS, NC, NE, NJ, OH, PA, SC, TN, TX, UT, VA

Financial Advisors at Water Oak Advisors, LLC
Showing 1 - 10 of 13 top financial advisors.
1
Stephen A. Curley
CRD#: 4684173
145 Lincoln Avenue, Suite A, Winter Park, FL 32789
96
Wealthminder
score

Stephen Curley (CRD# 4684173) is an Investment Advisor Representative working at Water Oak Advisors, LLC in Winter Park, FL and has over 8 years of experience in the finance industry. Stephen Curley has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

2
Ron W. Henson
CRD#: 2985160
145 Lincoln Avenue, Suite A, Winter Park, FL 32789
96
Wealthminder
score

Ron Henson (CRD# 2985160) is an Investment Advisor Representative working at Water Oak Advisors, LLC in Winter Park, FL and has over 18 years of experience in the finance industry. Ron Henson has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

3
David D. Larson
CRD#: 1140483
145 Lincoln Avenue, Suite A, Winter Park, FL 32789
96
Wealthminder
score

David Larson (CRD# 1140483) is an Investment Advisor Representative working at Water Oak Advisors, LLC in Winter Park, FL and has over 33 years of experience in the finance industry. David Larson has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

4
Wayne L. Barber
CRD#: 4200910
145 Lincoln Avenue, Suite A, Winter Park, FL 32789
93
Wealthminder
score

Wayne Barber (CRD# 4200910) is an Investment Advisor Representative working at Water Oak Advisors, LLC in Winter Park, FL and has over 12 years of experience in the finance industry.

5
Jennifer B. Hylton
CRD#: 4247077
145 Lincoln Avenue, Suite A, Winter Park, FL 32789
93
Wealthminder
score

Jennifer Hylton (CRD# 4247077) is an Investment Advisor Representative working at Water Oak Advisors, LLC in Winter Park, FL and has over 13 years of experience in the finance industry.

6
Lance C. Lemons
CRD#: 2740208
145 Lincoln Avenue, Suite A, Winter Park, FL 32789
93
Wealthminder
score

Lance Lemons (CRD# 2740208) is an Investment Advisor Representative working at Water Oak Advisors, LLC in Winter Park, FL and has over 20 years of experience in the finance industry.

7
Gregory J. Mendoza
CRD#: 4199892
145 Lincoln Avenue, Suite A, Winter Park, FL 32789
93
Wealthminder
score

Gregory Mendoza (CRD# 4199892) is an Investment Advisor Representative working at Water Oak Advisors, LLC in Winter Park, FL and has over 15 years of experience in the finance industry.

8
Jonathan C. Winslow
CRD#: 5887786
145 Lincoln Avenue, Suite A, Winter Park, FL 32789
93
Wealthminder
score

Jonathan Winslow (CRD# 5887786) is an Investment Advisor Representative working at Water Oak Advisors, LLC in Winter Park, FL and has over 5 years of experience in the finance industry. Jonathan Winslow has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

9
Bradley R. Lacore
CRD#: 6191889
145 Lincoln Avenue, Suite A, Winter Park, FL 32789
92
Wealthminder
score

Bradley Lacore (CRD# 6191889) is an Investment Advisor Representative working at Water Oak Advisors, LLC in Winter Park, FL and has over 3 years of experience in the finance industry. Bradley Lacore has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

10
Pan Yen Lin
CRD#: 4930160
145 Lincoln Avenue, Suite A, Winter Park, FL 32789
90
Wealthminder
score

Pan Yen Lin (CRD# 4930160) is an Investment Advisor Representative working at Water Oak Advisors, LLC in Winter Park, FL and has 1 year of experience in the finance industry.

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