Brandon
Vincent
Oakwood Capital, Inc
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About this Advisor
Brandon Vincent is a financial advisor based out of Taylors, South Carolina, with a total of 1 year of industry experience. Vincent is on the advisory team at Oakwood Capital, Inc. Over the course of their career, Vincent has held roles at Mutual Of Omaha Insurance Company, Mutual Of Omaha Investor Services, Mass Mutual Life Insurance Company, Mml Investors Services, LLC, The Assurance Group, Park Avenue Securities LLC, First Command Financial Planning, First Command Advisory Services, First Command Insurance Services, Oakwood Capital Securities, Inc and Oakwood Capital, Inc. Vincent has Series 63 and Series 65 licenses, qualifying them as both a securities agent and an investment advisor representative, and is registered to advise clients in South Carolina. Oakwood Capital, Inc is an advisory business based out of Minneapolis, MN. The investment advisory business has offices in 14 locations and a total of 20 advisors. It administers $196 million in total assets across its 940 customer accounts, placing it among the mid-sized firms in the country by assets under management. Of its 940 client accounts, just 9% are associated with high-net-worth individuals who have at least $1 million in assets available to invest. Oakwood Capital, Inc provides a broad range of services, such as financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services and selection of other advisers. Financial management fee schedules usually vary depending on the type of services offered. Fee types billed by Oakwood Capital, Inc can include any blend of asset-based, hourly, fixed and other fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Oakwood Capital, Inc Brokerage Details
$196,034,780
20
940
$208,548
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Pension consulting services
- Selection of other advisers
Brandon Vincent Work History
Brandon has been registered as a financial advisor for 1 years.*
Oakwood Capital Securities, Inc
Oakwood Capital, Inc
First Command Financial Planning
First Command Advisory Services
First Command Insurance Services
Mml Investors Services, LLC
Mass Mutual Life Insurance Company
Mutual Of Omaha Investor Services
The Assurance Group
Mutual Of Omaha Insurance Company
Park Avenue Securities 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 Brandon Vincent 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 Oakwood Capital, Inc
Minneapolis, MN
Minneapolis, MN
Minneapolis, MN
Minneapolis, MN
Minneapolis, MN
Minneapolis, MN
Minneapolis, MN
Minneapolis, MN
The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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