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
By the Numbers
  • Total Assets Under Management
    15
    MILLION
  • Total Number of Accounts
    65
    ACCOUNTS
  • 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
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 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 12 years of experience in the finance industry.

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