Fair Oaks Financial LLC

Fair Oaks Financial LLC (CRD# 311765) is a financial advisory firm headquartered in , . They manage $5,770,745 in 13 accounts and serve the financial needs of clients across 1 states (or territories).

Current Firm Details
https://www.fairoaksfinancial.net/
By the Numbers
  • Total Assets Under Management
    6
    MILLION
  • Total Number of Accounts
    13
    ACCOUNTS
  • Average Account Value
    $443,903
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
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.

TX

Financial Advisors at Fair Oaks Financial LLC
Showing 1 - 1 of 1 top financial advisors.
1
Douglas Richardson, financial advisor Fair Oaks Ranch TX
Douglas J. Richardson
CRD#: 5945113
Fair Oaks Ranch, TX

Douglas Richardson (CRD# 5945113) is an Investment Advisor Representative working at Fair Oaks Financial LLC in Fair Oaks Ranch, TX and has over 11 years of experience in the finance industry. Douglas Richardson 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.

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