AdvisorOS Directory
Claim Profile
JS

James Albert Sexton

OAK BARREL WEALTH ADVISORY LLC·RESTON, Virginia
Unclaimed Profile
12030 SUNRISE VALLEY DRIVE, RESTON, VA 20191CRD# 6238381Firm CRD# 333693
01

About

James Albert Sexton is a registered financial advisor based in RESTON, Virginia, affiliated with OAK BARREL WEALTH ADVISORY LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Client Types
Individuals
High Net Worth Individuals
03

Firm Overview

Firm
OAK BARREL WEALTH ADVISORY LLC
PIEDMONT WEALTH ADVISORY
AUM
—
Regulatory assets under management
Employees
3
Total firm employees
View all advisors at OAK BARREL WEALTH ADVISORY LLC →
Services
Financial planning
Portfolio management (individuals)
Security ratings or pricing services
04

Background

Compensation
Subscription fees
Regulatory
SEC/IARD CRD# 6238381
Firm CRD# 333693
No disclosures on file
View on FINRA BrokerCheck →

Looking for a financial advisor in RESTON?

Browse all registered financial advisors in RESTON, Virginia or claim this profile if it's yours.

Browse RESTON AdvisorsAre you this advisor? Claim profile

Looking to grow your practice?

Coastal Wealth affiliated advisors get enhanced profiles, priority placement, and access to a national client network.

Learn More About Coastal Wealth
05

Frequently Asked Questions

What services does James Albert Sexton offer?
James Albert Sexton specializes in Financial Planning, Investment Management. Contact their office in RESTON, Virginia for a consultation.
What are James Albert Sexton's credentials?
James Albert Sexton is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is James Albert Sexton located?
James Albert Sexton is based in RESTON, Virginia, working with OAK BARREL WEALTH ADVISORY LLC. Their office serves clients in the RESTON metropolitan area and surrounding communities.
How does James Albert Sexton charge for services?
James Albert Sexton's firm is compensated through subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is OAK BARREL WEALTH ADVISORY LLC?
OAK BARREL WEALTH ADVISORY LLC has approximately 3 employees. The firm is registered with the SEC as an investment adviser.
Not sure what to look for in an advisor?
Try our free Advisor Match Quiz →
Other advisors in RESTON
Mary Anika Burney — THE BURNEY COMPANYLowell Dorrance Pratt — THE BURNEY COMPANYGilbert Russell Green — THE BURNEY COMPANYWilliam Abbott Stewart — THE BURNEY COMPANYJohn F Burke — PROOF MANAGEMENT, LLC
Nearby cities in Virginia
RICHMOND (555)ARLINGTON (226)MCLEAN (211)CHARLOTTESVILLE (203)ALEXANDRIA (149)
City Guides
RICHMOND GuideARLINGTON GuideMCLEAN GuideCHARLOTTESVILLE GuideALEXANDRIA Guide
Research
Advisor Fees in VirginiaNational Fee Analysis
Browse by specialty
Investment ManagementRetirement PlanningWealth ManagementFinancial PlanningFee-Only AdvisoryFinancial Education
Request removal of this profile