Oak Crest Advisors
Financial Services
United States
13 employees
- Employees
- 13
- Contacts
- 3
- Emails
- 3
Oak Crest Advisors Overview
- Headquarters
- United States
- Website
- www.oakcrestadvisors.com
- Industry
- Financial Services
- Employees
- 13
- NAICS
-
Finance and InsuranceMonetary Authorities-Central Bank
Keywords
About Oak Crest Advisors
Oak Crest Advisors, LLC is an affiliate-owned service, that aligns with Raymond James Financial Services. We provide financial advisors and their teams the support and infrastructure to launch an independent practice. We understand that launching an independent practice can be an overwhelming task. Therefore, we have developed a partnership designed to simplify your transition and enable you to be in the business for yourself, but not by yourself. Securities offered through Raymond James Financial Services, Inc., Member FINRA/SIPC. Oak Crest Advisors is not a registered broker/dealer and is independent of Raymond James Financial Service. Investment advisory services offered through Raymond James Financial Services Advisors, Inc. Raymond James financial advisors may only conduct business with residents of the states and/or jurisdictions for which they are information may be delayed. Please note that not all of the investments and services mentioned are available in every state. Inv and tax regulations within their applicable jurisdictions that are not addressed on this site. Contact your local Raymond James for additional disclosures: http://raymondjames.com/smicd.htm
Oak Crest Advisors Contact Details
- People in AeroLeads
- 4
- With contact data
- 3
- Email contacts
- 3
- 75.0% coverage
Oak Crest Advisors Org Chart
Sample employees and titles| Name | Title | Location | Contact |
|---|---|---|---|
| Ryan Ransom, Cfp®, Cepa®, Chfc® | I Lead a Team of Professionals That | Austin, Texas Metropolitan Area, United States |
View
|
| Jason Stanley | Co-founder | Liberty Hill, Texas, United States |
Email
|
| Bryan Gray | Member & Co-founder at Oak Crest | Bergen, New York, United States |
Email
|
| Richard Sieling, Cfp (R) | Financial Advisor at Oak Crest | Austin, Texas, United States |
Email
|
Employees by Management Level
Executive
2 profiles
Senior / Lead
1 profile
Individual contributor
1 profile
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