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Christopher David Adkinson

WHITE OAK PARTNERS INVESTMENT ADVISOR, LLC·WESTERVILLE, Ohio
SIE, Series 7, Series 22, Series 39, Series 52, Series 63Clean recordWHITE OAK PARTNERS INVESTMENT ADVISOR, LLC
4960 E. DUBLIN-GRANVILLE ROAD, WESTERVILLE, OH 43081CRD# 2640950Firm CRD# 157766

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Christopher David Adkinson · WESTERVILLE, OH
Registration
CRD #2640950 · WHITE OAK PARTNERS INVESTMENT ADVISOR, LLC
Brand Profile
Not yet started
01

Registrations & Exams

FINRA examinations passed
SIE
Series 7
Series 22
Series 39
Series 52
Series 63
02

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

03

Firm Overview

Firm
WHITE OAK PARTNERS INVESTMENT ADVISOR, LLC
CRD 157766 · SEC 801-72370
AUM
$2.2B
Regulatory assets under management
Employees
11
5 client accounts
Services offered by WHITE OAK PARTNERS INVESTMENT ADVISOR, LLC
Per Form ADV
Other
View all advisors at WHITE OAK PARTNERS INVESTMENT ADVISOR, LLC →
Introduction

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Frequently Asked Questions

What services does Christopher David Adkinson offer?
Christopher David Adkinson is a registered financial advisor in WESTERVILLE, Ohio. Contact their office for details on services offered.
What are Christopher David Adkinson's credentials?
Christopher David Adkinson is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Christopher David Adkinson located?
Christopher David Adkinson is based in WESTERVILLE, Ohio, working with WHITE OAK PARTNERS INVESTMENT ADVISOR, LLC. Their office serves clients in the WESTERVILLE metropolitan area and surrounding communities.
How does Christopher David Adkinson charge for services?
Christopher David Adkinson's firm is compensated through percentage of aum, performance-based fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is WHITE OAK PARTNERS INVESTMENT ADVISOR, LLC?
WHITE OAK PARTNERS INVESTMENT ADVISOR, LLC has approximately 11 employees and manages $2.2B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other Advisors at WHITE OAK PARTNERS INVESTMENT ADVISOR, LLC

Michael James Menzer
WESTERVILLE, OH

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