Kevin Root, financial advisor Santa Barbara CA

Kevin Root

CRD Number: 5553574
Current Firm: Oak Root LLC

Kevin Root (CRD# 5553574) is an Investment Advisor Representative working at Oak Root LLC in Santa Barbara, CA and has over 15 years of experience in the finance industry.

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Company Name Location Dates Years
Oak Root LLC Sonoma, CA Jun 2015 - Current 8
Marin Financial Advisors LLC Larkspur, CA Oct 2012 - Current 11
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Jan 2009
S66 NASAA Uniform Combined State Law Examination Mar 2010
Contact Info for Kevin C. Root
Phone Number: 805-395-9767
Registered State(s):
  • CA
Current Firm Details
Oak Root LLC
Firm's CRD Number: 246788
By the Numbers
  • Total Assets Under Management
    777
    MILLIONS
  • Total Number of Accounts
    114
    ACCOUNTS
  • Average Account Value
    $6,815,789
Compensation Options
  • A percentage of assets under your management
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States

CA, HI

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