Unclaimed Profile

Destiny Marie Poninski

OAKLINE ADVISORS, LLC·DALLAS, Texas

Clean recordOAKLINE ADVISORS, LLC

5301 ALPHA ROAD, DALLAS, TX 75240CRD# 6153525Firm CRD# 168995

Profile Verification

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

Identity

Destiny Marie Poninski · DALLAS, TX

Registration

CRD #6153525 · OAKLINE ADVISORS, LLC

Brand Profile

Not yet started

Disclosure history

Clean record · no disclosure events on file

About

Destiny Marie Poninski is a registered financial advisor based in DALLAS, Texas, affiliated with OAKLINE ADVISORS, LLC. This profile is generated from public SEC and FINRA registration data.

Focus Areas

Specialties

Investment Management

Fee-Only Advisory

Client Types

Institutional Investors

Introduction

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Firm Overview

Firm

OAKLINE ADVISORS, LLC

AUM

$104M

Regulatory assets under management

Employees

Total firm employees

View all advisors at OAKLINE ADVISORS, LLC →

Services

Portfolio management (pooled investments)

Background

Compensation

Percentage of AUM

Regulatory

SEC/IARD CRD# 6153525

Firm CRD# 168995

View on FINRA BrokerCheck →

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Frequently Asked Questions

What services does Destiny Marie Poninski offer?

Destiny Marie Poninski specializes in Investment Management, Fee-Only Advisory. Contact their office in DALLAS, Texas for a consultation.

What are Destiny Marie Poninski's credentials?

Destiny Marie Poninski is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Destiny Marie Poninski located?

Destiny Marie Poninski is based in DALLAS, Texas, working with OAKLINE ADVISORS, LLC. Their office serves clients in the DALLAS metropolitan area and surrounding communities.

How does Destiny Marie Poninski charge for services?

Destiny Marie Poninski's firm is compensated through percentage of aum. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is OAKLINE ADVISORS, LLC?

OAKLINE ADVISORS, LLC has approximately 6 employees and manages $104M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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