Oak Advisors, LLC
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About this Advisor
Earl Nelson is a financial advisor operating out of Bluffton, South Carolina with 8 years of relevant experience. Nelson is on the advisory team at Oak Advisors, LLC. The advisor has gained experience at Wells Fargo Bank, Oak Advisors, LLC and Lang Capital LLC. Nelson maintains a Series 65 license, designating them as an investment advisor representative, and can advise clients in South Carolina. Oak Advisors, LLC is a business that has its headquarters in Bluffton, SC. It oversees $182 million in assets among its 416 client accounts, making it one of the mid-sized investment advisory firms in the nation by assets under management. Of its 416 client accounts, 26% belong to high-net-worth individuals who have greater than $1 million in assets available to invest. Oak Advisors, LLC offers a number of services, including financial planning services, portfolio management for individuals and small businesses, pension consulting services and selection of other advisers. A financial advisor's fee schedules largely vary depending on which service is provided. Fee types billed by Oak Advisors, LLC may include some blend of asset-based, hourly and fixed fees.
Certifications and Registrations
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Oak Advisors, LLC Brokerage Details
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers
Earl Nelson Work History
Earl has been registered as a financial advisor for 8 years.*
Oak Advisors, LLC
Wells Fargo Bank
Lang Capital 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.
Please visit the SEC profile of Earl Nelson 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 Advisors, LLC
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