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Thomas L Oakes

AMERICAN NORTHWEST ADVISORY SERVICES L.L.C.·FEDERAL WAY, Washington
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1010 S. 336TH ST., FEDERAL WAY, WA 98003CRD# 2469647Firm CRD# 110117
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About

Thomas L Oakes is a registered financial advisor based in FEDERAL WAY, Washington, affiliated with AMERICAN NORTHWEST ADVISORY SERVICES L.L.C.. This profile is generated from public SEC and FINRA registration data.

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Focus Areas

Specialties
Financial Planning
Investment Management
Client Types
Individuals
High Net Worth Individuals
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Firm Overview

Firm
AMERICAN NORTHWEST ADVISORY SERVICES L.L.C.
AMERICAN NORTHWEST ADVISORY SERVICES L.L.C.
AUM
$25M
Regulatory assets under management
Employees
4
Total firm employees
View all advisors at AMERICAN NORTHWEST ADVISORY SERVICES L.L.C. →
Services
Financial planning
Portfolio management (individuals)
Publication of periodicals/newsletters
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Background

Compensation
Percentage of AUM
Hourly charges
Subscription fees
Regulatory
SEC/IARD CRD# 2469647
Firm CRD# 110117
No disclosures on file
View on FINRA BrokerCheck →

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Frequently Asked Questions

What services does Thomas L Oakes offer?
Thomas L Oakes specializes in Financial Planning, Investment Management. Contact their office in FEDERAL WAY, Washington for a consultation.
What are Thomas L Oakes's credentials?
Thomas L Oakes is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Thomas L Oakes located?
Thomas L Oakes is based in FEDERAL WAY, Washington, working with AMERICAN NORTHWEST ADVISORY SERVICES L.L.C.. Their office serves clients in the FEDERAL WAY metropolitan area and surrounding communities.
How does Thomas L Oakes charge for services?
Thomas L Oakes'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 AMERICAN NORTHWEST ADVISORY SERVICES L.L.C.?
AMERICAN NORTHWEST ADVISORY SERVICES L.L.C. has approximately 4 employees and manages $25M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Nearby cities in Washington
SEATTLE (905)BELLEVUE (345)SPOKANE (98)VANCOUVER (76)TACOMA (62)
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