Kevin
Root
Oak Root LLC
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About this Advisor
Kevin Root is a financial advisor operating out of Santa Barbara, California who has 8 years of industry experience. Root is an advisor for Oak Root LLC. During their career, Root has held roles at Marin Financial Advisors LLC and Oak Root LLC. Root maintains Series 63 and Series 66 licenses, certifying them as a securities agent, and is able to work in California. Oak Root LLC is an advisory business that has its headquarters in Santa Barbara, CA. It administers $666 million in assets among its 115 accounts, making it one of the larger financial advisory firms in the nation by assets under management. The firm provides services to one charitable organizations. Of its 115 client accounts, 50% are held by high-net-worth investors who have more than $1 million in assets available to invest. The advisory firm has a set of services, such as financial planning services, portfolio management for individuals and small businesses and selection of other advisers. A financial advisor's fee schedules vary depending on the type of services provided. Fee types charged by Oak Root LLC most likely include any blend of asset-based and other fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Oak Root LLC Brokerage Details
$666,000,000
1
115
$5,791,304
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers
Kevin Root Work History
Kevin has been registered as a financial advisor for 8 years.*
Oak Root LLC
Marin Financial 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 Kevin Root 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 Root LLC
Santa Barbara, CA
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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