Oakbridge Financial Group
Financial Services
3100 Smoketree Ct
9 employees
- Employees
- 9
- Contacts
- 4
- Emails
- 4
- Phones
- 3
Oakbridge Financial Group Overview
- Headquarters
- 3100 Smoketree Ct
- Website
- oakbridge-financial.com
- Industry
- Financial Services
- Employees
- 9
- Founded
- 2018
- Company Email
- Available in AeroLeads
- NAICS
-
Finance and InsuranceMonetary Authorities-Central Bank
About Oakbridge Financial Group
At Oakbridge, our mission is to be the premier source of advice in our community by delivering financial independence secured for generations. We strive to satisfy our clients needs through providing financial stability, security, measurable success, and genuine accountability. Our advisors value high integrity and are consistently dedicated to the betterment of their clients. Our local community is the foundation of our business here at Oakbridge, therefore, equipping our community with sound advice and meaningful connections is our priority. Duly registered representatives offer securities through Equitable Advisors, LLC (NY, NY), member SIPC, a broker-dealer(Equitable Financial Advisors in MI & TN)/Equitable Advisors, LLC, an SEC-registered investment advisor. Duly licensed agents offer annuities and insurance through Equitable Network, LLC; Equitable Network Insurance Agency of California, LLC in CA; Equitable Network Insurance Agency of Utah, LLC in UT; Equitable Network of Puerto Rico, Inc. in PR. EOE M/F/D/V. Oakbridge Financial Group is not a registered investment advisor and is not owned or operated by Equitable Advisors or Equitable Network. Equitable Advisors, LLC (NY, NY 212-314- 4600), member FINRA, SIPC. Important Information & Disclosures: http://bit.ly/2f98X9d AGE 4943887.2 (09/23)(exp.09/27)
Oakbridge Financial Group Contact Details
- People in AeroLeads
- 4
- With contact data
- 4
- Email contacts
- 4
- 100.0% coverage
- Phone contacts
- 3
- 75.0% coverage
Oakbridge Financial Group Org Chart
Sample employees and titles| Name | Title | Location | Contact |
|---|---|---|---|
| Dillon Burdette | Managing Partner at Oakbridge Financial | Raleigh, North Carolina, United States |
Email
Phone
|
| Daniel Paradise, Cfp® | Managing Partner at Oakbridge Financial | Raleigh, North Carolina, United States |
Email
Phone
|
| Amanda Penrose | A Financial Advisor Who Recruits | Raleigh, North Carolina, United States |
Email
Phone
|
| Bryan Crolla | Founding Partner at Oakbridge Financial | Raleigh, North Carolina, United States |
Email
|
Employees by Management Level
Individual contributor
5 profiles
Intern / trainee
1 profile
Department Contact Coverage
| Department | Contacts | Phone | |
|---|---|---|---|
| Sales | 1 | 1 | 0 |
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