Thomas
Robertson
Oak Asset Management, LLC
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About this Advisor
Thomas Robertson is a financial advisor based in Westlake Village, California with a total of 6 years of industry experience. Robertson works at Oak Asset Management, LLC. Throughout their career, they have worked at Wells Fargo Advisors Financial Network LLC and Oak Asset Management, LLC. Robertson has Series 63 and Series 65 licenses, qualifying them as both a securities agent and an investment advisor representative, and is able to work in California and Texas. Oak Asset Management, LLC is a registered investment business based out of Westlake Village, CA. The company has offices in two locations and just four financial advisors. It controls $312 million in assets under management between its 683 customer accounts, placing it among the mid-sized financial advisory firms in the nation by assets under management. The firm advises one charities and foundations. Of its 683 accounts, 63% are associated with high-net-worth clients who have at least $1 million in assets. The company performs a set of services, including portfolio management for individuals and small businesses, portfolio management for institutional clients and pension consulting services. Fees for financial advisory services are based on which services the firm provides the client. Fee types billed by Oak Asset Management, LLC typically consist of asset-based fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Oak Asset Management, LLC Brokerage Details
$312,225,538
4
683
$457,138
Investment Advisory Services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Pension consulting services
Thomas Robertson Work History
Thomas has been registered as a financial advisor for 6 years.*
Oak Asset Management, LLC
Wells Fargo Advisors Financial Network LLC
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Thomas Robertson to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Oak Asset Management, LLC
Westlake Village, CA
Westlake Village, CA
Flagstaff, AZ
Westlake Village, CA
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