Live Oak Private Wealth, LLC
Live Oak Private Wealth, LLC (CRD# 297904) is a financial advisory firm headquartered in Wilmington, NC. They manage $951,618,167 in 1,025 accounts and serve the financial needs of clients across 6 states (or territories).
-
Total Assets Under Management952MILLION
-
Total Number of Accounts1,025ACCOUNTS
-
Average Account Value$928,408
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Publication of periodicals or newsletters
FL, GA, NC, SC, TX, VA
Andrew Basinger (CRD# 5476521) is an Investment Advisor Representative working at Live Oak Private Wealth, LLC in Wilmington, NC and has over 15 years of experience in the finance industry.
John Coleman (CRD# 1619721) is an Investment Advisor Representative working at Live Oak Private Wealth, LLC in Wilmington, NC and has over 37 years of experience in the finance industry.
William Collier (CRD# 1123362) is an Investment Advisor Representative working at Live Oak Private Wealth, LLC in Rocky Mount, NC and has over 40 years of experience in the finance industry.
Frank Jolley (CRD# 1011372) is an Investment Advisor Representative working at Live Oak Private Wealth, LLC in Rocky Mount, NC and has over 42 years of experience in the finance industry.
Connor Keller (CRD# 3108829) is an Investment Advisor Representative working at Live Oak Private Wealth, LLC in Wilmington, NC and has over 24 years of experience in the finance industry.
Terry Sapp (CRD# 4561196) is an Investment Advisor Representative working at Live Oak Private Wealth, LLC in Wilmington, NC and has over 23 years of experience in the finance industry.
Mary Bolton (CRD# 7439427) is an Investment Advisor Representative working at Live Oak Private Wealth, LLC in Rocky Mount, NC and has 1 year of experience in the finance industry.
Daniel Hughes (CRD# 7097869) is an Investment Advisor Representative working at Live Oak Private Wealth, LLC in Wilmington, NC and has over 4 years of experience in the finance industry.
Amanda Miars (CRD# 7854697) is an Investment Advisor Representative working at Live Oak Private Wealth, LLC in Wilmington, NC and has 1 year of experience in the finance industry.