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Est. 2026The front page of wealth managementNew York

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Financial ADVSR advisor directory · SEC adviser records

Live Oak Wealth Management, LLC financial advisors in Covington, LA

Every SEC-registered investment adviser representative at a Live Oak Wealth Management, LLC office in Covington, A to Z.

The short answer

3 registered advisors work at Live Oak Wealth Management, LLC in Covington, out of 3 at the firm nationwide; it ranks number 6 in the city by advisors. 0 list the CFP designation and 1 are also registered broker representatives.

Live Oak Wealth Management, LLC advisors in Covington, A to Z

Every Live Oak Wealth Management, LLC advisor →

Live Oak Wealth Management, LLC advisors in every city and state →Advisor Moves: who changed firms this week →

Other firms in Covington

All Covington advisors →

Cetera Investment Advisers LLC 12Edward Jones 10Paradiem, LLC 7LPL Financial LLC 6J.P. Morgan Securities LLC 3MML Investors Services, LLC 3

Questions

How many financial advisors does Live Oak Wealth Management, LLC have in Covington?

3 investment adviser representatives are registered at Live Oak Wealth Management, LLC offices in Covington, Louisiana, according to the SEC's Investment Adviser Public Disclosure records, out of 3 nationwide. 0 list the CFP designation and 1 are also registered as broker representatives.

Is Live Oak Wealth Management, LLC one of the largest advisor employers in Covington?

Live Oak Wealth Management, LLC ranks number 6 in Covington by registered advisors; Cetera Investment Advisers LLC has the most, with 12.

How do I check a Live Oak Wealth Management, LLC advisor in Covington?

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 Management, LLC office they're registered at; broker-only representatives (FINRA BrokerCheck) aren't included. Weighing a move? Compare payouts by firm or value a recruiting offer.