Oakwood Advisory Group, LLC

Oakwood Advisory Group, LLC (CRD# 159691) is a financial advisory firm headquartered in , . They manage $9,449,920 in 31 accounts and serve the financial needs of clients across 1 states (or territories).

Current Firm Details
http://www.oakwoodadvisorygroup.com
By the Numbers
  • Total Assets Under Management
    9
    MILLION
  • Total Number of Accounts
    31
    ACCOUNTS
  • Average Account Value
    $304,836
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Performance-based fees
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for pooled investment vehicles (other than investment companies)
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

TX

Financial Advisors at Oakwood Advisory Group, LLC
Showing 1 - 1 of 1 top financial advisors.
1
Wesley Young, financial advisor Prosper TX
Wesley R. Young
CRD#: 2758754
Prosper, TX

Wesley Young (CRD# 2758754) is an Investment Advisor Representative working at Oakwood Advisory Group, LLC in Prosper, TX and has over 19 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.

Ready to hire a financial advisor? Get competitive proposals from multiple advisors.
Request Proposals