Financial ADVSR advisor directory · SEC adviser records
Oak Tree Securities, Inc. financial advisors in California
Every SEC-registered investment adviser representative at a Oak Tree Securities, Inc. office in California, by city and A to Z.
The short answer
3 registered advisors work at Oak Tree Securities, Inc. in California, out of 4 nationwide; it's the firm's number 1 state by advisors, and the most are in Brentwood (2). 0 list the CFP designation and 3 are also registered broker representatives.
Oak Tree Securities, Inc. advisors by city in California
Every firm in California →Oak Tree Securities, Inc. advisors in California, A to Z
Search by name →- David G. GodinezLivermore
- Daniel M. QuesadaBrentwood
- Lance D. QuesadaBrentwood
Oak Tree Securities, Inc. advisors in every state →Advisor Moves: who changed firms this week →
Questions
How many Oak Tree Securities, Inc. financial advisors are in California?
3 investment adviser representatives are registered at Oak Tree Securities, Inc. offices in California, according to the SEC's Investment Adviser Public Disclosure records, out of 4 at the firm nationwide. 0 list the CFP designation and 3 are also registered as broker representatives.
Where in California does Oak Tree Securities, Inc. have the most advisors?
Brentwood, with 2, then Livermore (1). Oak Tree Securities, Inc. has advisors in 2 cities in California.
How do I check a Oak Tree Securities, Inc. advisor in California?
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 Oak Tree Securities, Inc. office they're registered at; broker-only representatives (FINRA BrokerCheck) aren't included.