Live Oak Wealth Management, LLC
Live Oak Wealth Management, LLC (CRD# 306225) is a financial advisory firm headquartered in Covington, LA. They manage $31,898,914 in 318 accounts and serve the financial needs of clients across 3 states (or territories).
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Total Assets Under Management32MILLION
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Total Number of Accounts318ACCOUNTS
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Average Account Value$100,311
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
- Other
LA, MS, TX
Daniel Haar (CRD# 6385338) is an Investment Advisor Representative working at Live Oak Wealth Management, LLC in Covington, LA and has over 8 years of experience in the finance industry.
Raymond Jenkins (CRD# 5288976) is an Investment Advisor Representative working at Live Oak Wealth Management, LLC in Covington, LA and has over 17 years of experience in the finance industry.
Stephen Satterlee (CRD# 2285689) is an Investment Advisor Representative working at Live Oak Wealth Management, LLC in Covington, LA and has over 29 years of experience in the finance industry.