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LIVE OAK PRIVATE WEALTH, LLC
LIVE OAK PRIVATE WEALTH, LLC
WILMINGTON, North Carolina
·
7 registered advisors
·
CRD# 297904
SEC# 801-113818
1
(844) 469-5679
01
Firm Overview
AUM
$952M
Regulatory assets under management
Employees
11
Total firm employees
Advisors
7
Registered representatives
02
Services & Fees
Advisory Services
Financial planning
Portfolio management (individuals)
Selection of other advisers
Publication of periodicals/newsletters
Security ratings or pricing services
Market timing services
Compensation
Percentage of AUM
Hourly charges
Subscription fees
03
Specialties
Financial Planning
Investment Management
Wealth Management
04
Advisors at LIVE OAK PRIVATE WEALTH, LLC
7 registered advisors
Andrew Marshall Basinger
WILMINGTON, North Carolina
CRD# 5476521
Frank Gehman Jolley
WILMINGTON, North Carolina
CRD# 1011372
Jason Aaron Carroll
WILMINGTON, North Carolina
CRD# 5805494
John William Coleman
WILMINGTON, North Carolina
CRD# 1619721
Scott Meredith Custer
WILMINGTON, North Carolina
CRD# 4372060
Susan Niceta Janson
WILMINGTON, North Carolina
CRD# 1503430
Terry Webb Sapp
WILMINGTON, North Carolina
CRD# 4561196
05
Office Locations
WILMINGTON, North Carolina
7 advisors
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Data sourced from SEC Form ADV filings. LIVE OAK PRIVATE WEALTH, LLC (CRD# 297904) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at
adviserinfo.sec.gov
.