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Financial ADVSR advisor directory · SEC adviser records

Live Oak Wealth Advisory Group, LLC financial advisors in Texas

Every SEC-registered investment adviser representative at a Live Oak Wealth Advisory Group, LLC office in Texas, by city and A to Z.

The short answer

3 registered advisors work at Live Oak Wealth Advisory Group, LLC in Texas, out of 3 nationwide; it's the firm's number 1 state by advisors, and the most are in Houston (3). 0 list the CFP designation and 0 are also registered broker representatives.

Live Oak Wealth Advisory Group, LLC advisors by city in Texas

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Houston 3

Live Oak Wealth Advisory Group, LLC advisors in Texas, A to Z

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Live Oak Wealth Advisory Group, LLC advisors in every state →Live Oak Wealth Advisory Group, LLC: assets, clients and custodians →Advisor Moves: who changed firms this week →

Questions

How many Live Oak Wealth Advisory Group, LLC financial advisors are in Texas?

3 investment adviser representatives are registered at Live Oak Wealth Advisory Group, LLC offices in Texas, according to the SEC's Investment Adviser Public Disclosure records, out of 3 at the firm nationwide. 0 list the CFP designation and 0 are also registered as broker representatives.

Where in Texas does Live Oak Wealth Advisory Group, LLC have the most advisors?

Houston, with 3. Live Oak Wealth Advisory Group, LLC has advisors in 1 city in Texas.

How do I check a Live Oak Wealth Advisory Group, LLC advisor in Texas?

Each advisor below links to a profile with their registrations, exams, designations and how long they've been registered, plus links to the SEC's adviser search and FINRA BrokerCheck, where any disclosures are listed in full.

Source: the SEC's Investment Adviser Public Disclosure daily file. Advisors are listed at the city of the Live Oak Wealth Advisory Group, LLC office they're registered at; broker-only representatives (FINRA BrokerCheck) aren't included.