Financial ADVSR advisor directory · SEC adviser records
Oakmont Capital Management, LLC financial advisors in Oakmont, PA
Every SEC-registered investment adviser representative at a Oakmont Capital Management, LLC office in Oakmont, A to Z.
The short answer
8 registered advisors work at Oakmont Capital Management, LLC in Oakmont, out of 10 at the firm nationwide; it ranks number 1 in the city by advisors. 0 list the CFP designation and 0 are also registered broker representatives.
Oakmont Capital Management, LLC advisors in Oakmont, A to Z
Every Oakmont Capital Management, LLC advisor →- Nathan D. GrahamInvestment adviser rep
- Jerry E. KatzChartered Financial Analyst
- Michael T. Komaniak Jr.Investment adviser rep
- Lawrence J. KoteskiChartered Financial Analyst
- Gina M. KovatchInvestment adviser rep
- Michael G. LadakosInvestment adviser rep
- Kyle R. RioboliChartered Financial Analyst
- Thomas S. ThompsonInvestment adviser rep
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How many financial advisors does Oakmont Capital Management, LLC have in Oakmont?
8 investment adviser representatives are registered at Oakmont Capital Management, LLC offices in Oakmont, Pennsylvania, according to the SEC's Investment Adviser Public Disclosure records, out of 10 nationwide. 0 list the CFP designation and 0 are also registered as broker representatives.
Is Oakmont Capital Management, LLC one of the largest advisor employers in Oakmont?
Oakmont Capital Management, LLC ranks number 1 in Oakmont by registered advisors, ahead of Invicta Advisors LLC (6).
How do I check a Oakmont Capital Management, LLC advisor in Oakmont?
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 Oakmont Capital 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.