Annalynn
Edwards
First Oak Wealth Management, LLC
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About this Advisor
Annalynn Edwards is a financial advisor who works in Raleigh, North Carolina with 1 year of industry experience. Edwards currently works for First Oak Wealth Management, LLC. Edwards has gained experience at Wells Fargo Advisors LLC, Ameriprise Financial Services, Inc and First Oak Wealth Management. Edwards has Series 63 and Series 66 licenses, qualifying them as a securities broker, and is able to serve investors in North Carolina. First Oak Wealth Management, LLC is a company operating out of Raleigh, NC. It has just four advisors. It handles $197 million in assets under management among its 647 accounts, making it one of the mid-sized investment advisory firms in the United States by assets under management. Of its 647 accounts, 22% belong to high-net-worth clients who have more than $1 million in assets. First Oak Wealth Management, LLC offers a wide assortment of services, such as financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients and selection of other advisers. Financial management fee schedules usually vary depending on which service is offered. Fees charged by First Oak Wealth Management, LLC likely consist of any blend of asset-based and hourly fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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First Oak Wealth Management, LLC Brokerage Details
$197,210,875
4
647
$304,808
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Selection of other advisers
Annalynn Edwards Work History
Annalynn has been registered as a financial advisor for 1 years.*
First Oak Wealth Management
Ameriprise Financial Services, Inc
Wells Fargo Advisors 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 Annalynn Edwards 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 First Oak Wealth Management, LLC
Raleigh, NC
Raleigh, NC
Raleigh, NC
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