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Lindsey Amanda Black

OAKSTREET WEALTH MANAGEMENT, INC.·MAGNOLIA, Texas
Clean recordOAKSTREET WEALTH MANAGEMENT, INC.
9911 STUBBS ROAD, MAGNOLIA, TX 77354CRD# 4551667Firm CRD# 288723

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Lindsey Amanda Black · MAGNOLIA, TX
Registration
CRD #4551667 · OAKSTREET WEALTH MANAGEMENT, INC.
Brand Profile
Not yet started
Disclosure history
Clean record · no disclosure events on file
01

About

Lindsey Amanda Black is a registered financial advisor based in MAGNOLIA, Texas, affiliated with OAKSTREET WEALTH MANAGEMENT, INC.. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Investment Management
Wealth Management
Client Types
Individuals
Introduction

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03

Firm Overview

Firm
OAKSTREET WEALTH MANAGEMENT, INC.
OAKSTREET WEALTH MANAGEMENT, INC.
AUM
$400M
Regulatory assets under management
Employees
2
Total firm employees
View all advisors at OAKSTREET WEALTH MANAGEMENT, INC. →
Services
Portfolio management (individuals)
Selection of other advisers
Publication of periodicals/newsletters
04

Background

Compensation
Percentage of AUM
Hourly charges
Subscription fees
Regulatory
SEC/IARD CRD# 4551667
Firm CRD# 288723
View on FINRA BrokerCheck →

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Frequently Asked Questions

What services does Lindsey Amanda Black offer?
Lindsey Amanda Black specializes in Investment Management, Wealth Management. Contact their office in MAGNOLIA, Texas for a consultation.
What are Lindsey Amanda Black's credentials?
Lindsey Amanda Black is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Lindsey Amanda Black located?
Lindsey Amanda Black is based in MAGNOLIA, Texas, working with OAKSTREET WEALTH MANAGEMENT, INC.. Their office serves clients in the MAGNOLIA metropolitan area and surrounding communities.
How does Lindsey Amanda Black charge for services?
Lindsey Amanda Black'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 OAKSTREET WEALTH MANAGEMENT, INC.?
OAKSTREET WEALTH MANAGEMENT, INC. has approximately 2 employees and manages $400M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Investment ManagementRetirement PlanningWealth ManagementFinancial PlanningFee-Only AdvisoryFinancial Education
Nearby cities in Texas
DALLAS (2230)HOUSTON (1842)AUSTIN (1128)SAN ANTONIO (420)FORT WORTH (349)PLANO (172)THE WOODLANDS (128)IRVING (93)ADDISON (70)SOUTHLAKE (68)
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Research
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