West Oak Wealth

West Oak Wealth (CRD# 329170) is a financial advisory firm headquartered in , . They serve the financial needs of clients across 1 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
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

OK

Financial Advisors at West Oak Wealth
Showing 1 - 1 of 1 top financial advisors.
1
Gerald Anderson, financial advisor Weatherford OK
Gerald E. Anderson
CRD#: 7849105
Weatherford, OK

Gerald Anderson (CRD# 7849105) is an Investment Advisor Representative working at West Oak Wealth in Weatherford, OK and has 1 year 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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