Unclaimed Profile

Myranda Jane Obara

OAKMONT PARTNERS, LLC·PEABODY, Massachusetts

Series 7, Series 63, Series 65Clean record23 years registeredOAKMONT PARTNERS, LLC

1R NEWBURY STREET, PEABODY, MA 01960CRD# 1734128Firm CRD# 141137

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Myranda Jane Obara · PEABODY, MA

Registration

CRD #1734128 · OAKMONT PARTNERS, LLC · 23 years registered

Brand Profile

Not yet started

Career History

DAKOTA WEALTH, LLC

Oct 2018 – present

DAKOTA WEALTH, LLC

Apr 2007 – Mar 2019

Peabody, MA

JOHNSON ILLINGTON ADVISORS LLC

Mar 2005 – Feb 2007

MANCHESTER, MA

FA ASSET MANAGEMENT INC.

Feb 2003 – Feb 2005

ALBANY, NY

Registrations & Exams

FINRA examinations passed

Series 7

Series 63

Series 65

Registration record

First registered · February 26, 2003

Years registered · 23

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

DAKOTA WEALTH, LLC

CRD 141137 · SEC 801-67012

AUM

$311M

Regulatory assets under management

Employees

416 client accounts

Services offered by DAKOTA WEALTH, LLC

Per Form ADV

Financial planning

Portfolio management (individuals)

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at DAKOTA WEALTH, LLC →

Introduction

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Frequently Asked Questions

What services does Myranda Jane Obara offer?

Myranda Jane Obara specializes in Financial Planning, Investment Management. Contact their office in PEABODY, Massachusetts for a consultation.

What are Myranda Jane Obara's credentials?

Myranda Jane Obara is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Myranda Jane Obara located?

Myranda Jane Obara is based in PEABODY, Massachusetts, working with OAKMONT PARTNERS, LLC. Their office serves clients in the PEABODY metropolitan area and surrounding communities.

How does Myranda Jane Obara charge for services?

Myranda Jane Obara's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is OAKMONT PARTNERS, LLC?

OAKMONT PARTNERS, LLC has approximately 11 employees and manages $311M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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