Oakbridge Financial Group

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
Industry
Financial Services
Employees
9
Founded
2018
Company Email
Available in AeroLeads
NAICS
Finance and Insurance
Monetary 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 Contact
Dillon Burdette Managing Partner at Oakbridge Financial
Email Phone
Daniel Paradise, Cfp® Managing Partner at Oakbridge Financial
Email Phone
Amanda Penrose A Financial Advisor Who Recruits
Email Phone
Bryan Crolla Founding Partner at Oakbridge Financial
Email

Employees by Management Level

Individual contributor 5 profiles
Intern / trainee 1 profile

Department Contact Coverage

Department Contacts Email Phone
Sales 1 1 0

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