First Oak Wealth Management, LLC
First Oak Wealth Management, LLC (CRD# 288316) is a financial advisory firm headquartered in Raleigh, NC. They manage $252,846,315 in 609 accounts and serve the financial needs of clients across 3 states (or territories).
Current Firm Details
First Oak Wealth Management, LLC
By the Numbers
-
Total Assets Under Management253MILLION
-
Total Number of Accounts609ACCOUNTS
-
Average Account Value$415,183
Compensation Options
- A percentage of assets under your management
- Hourly charges
Advisory Services Offered
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Selection of other advisers (including private fund managers)
Types of Clients
Registered States
Registered Investment Advisor
The map below shows states where this firm has explicit registration only.
CA, NC, SC
Financial Advisors at First Oak Wealth Management, LLC
1
Ryan Thomsen (CRD# 5438732) is an Investment Advisor Representative working at First Oak Wealth Management, LLC in Raleigh, NC, working previously at Fidelity Investments and Edward Jones.
2
Grace Kelly (CRD# 6456173) is an Investment Advisor Representative working at First Oak Wealth Management, LLC in Raleigh, NC and has over 8 years of experience in the finance industry.
Ready to hire a financial advisor?
Get competitive proposals from multiple advisors.