Fair Oaks Financial LLC
Fair Oaks Financial LLC (CRD# 311765) is a financial advisory firm headquartered in , . They manage $15,000,000 in 65 accounts and serve the financial needs of clients across 1 states (or territories).
Current Firm Details
Fair Oaks Financial LLC
By the Numbers
-
Total Assets Under Management15MILLION
-
Total Number of Accounts65ACCOUNTS
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Average Account Value$230,769
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
Registered Investment Advisor
The map below shows states where this firm has explicit registration only.
TX
Financial Advisors at Fair Oaks Financial LLC
1
Douglas Richardson (CRD# 5945113) is an Investment Advisor Representative working at Fair Oaks Financial LLC in Fair Oaks Ranch, TX and has over 12 years of experience in the finance industry.
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