Oakmont Financial Services, LLC

Oakmont Financial Services, LLC (CRD# 115291) is a financial advisory firm headquartered in Mckinney, TX. They manage $34,487,706 in 63 accounts and serve the financial needs of clients across 1 states (or territories).

Current Firm Details
5100 Eldorado Pkwy, Suite 102 Pmb906, Mckinney, TX 75070
By the Numbers
  • Total Assets Under Management
    34
    MILLION
  • Total Number of Accounts
    63
    ACCOUNTS
  • Average Account Value
    $547,424
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • 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 Oakmont Financial Services, LLC
Showing 1 - 1 of 1 top financial advisors.
1
Steven Pierce, financial advisor Mckinney TX
Steven M. Pierce
CRD#: 1253275
Mckinney, TX

Steven Pierce (CRD# 1253275) is an Investment Advisor Representative working at Oakmont Financial Services, LLC in Mckinney, TX and has over 39 years of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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