Douglas
Birnie
Oakmont Wealth Advisory, LLC
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About this Advisor
Douglas Birnie is a financial advisor who works in Reston, Virginia who has 4 years of industry experience. Birnie is an advisor for Oakmont Wealth Advisory, LLC. Their career trajectory has included roles at Wells Fargo Advisors LLC, Wells Fargo Clearing Services, LLC, Great Lakes & Atlantic Wealth Management and Oakmont Wealth Advisory, LLC. Birnie holds Series 63 and Series 65 licenses, which qualify them as both a securities agent and an investment advisor representative, and is registered to work in Virginia. Oakmont Wealth Advisory, LLC is a registered investment company that has its headquarters in Reston, VA. The company has a total of six people on staff. It has $218 million in assets under management between its 603 client accounts, making it one of the mid-sized investment advisory firms in the country by assets under management. The firm serves five charitable organizations. Of its 603 accounts, 61% are associated with high-net-worth clients who have at least $1 million in assets. The firm provides a set of services, including portfolio management for individuals and small businesses, pension consulting services and publication of newsletters. Financial management fee schedules largely vary depending on which services are offered. Fees charged by Oakmont Wealth Advisory, LLC can be comprised of asset-based, hourly and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Oakmont Wealth Advisory, LLC Brokerage Details
$218,249,208
6
603
$361,939
Investment Advisory Services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Publication of periodicals or newsletters
Douglas Birnie Work History
Douglas has been registered as a financial advisor for 4 years.*
Oakmont Wealth Advisory, LLC
Great Lakes & Atlantic Wealth Management
Wells Fargo Clearing Services, LLC
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 Douglas Birnie 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 Oakmont Wealth Advisory, LLC
Reston, VA
Columbia, MD
Reston, VA
Reston, VA
Columbia, MD
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