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Brian Robert Eckert

Advisor at Oasis Advisors — Lynchburg, VA

Updated today

Credentials

Series 63, Series 65

Experience

14 years

Location

Lynchburg, VA 24504

Oasis Advisors

Team

Total advisors

22

Across 11 offices

Clients per advisor

227 Very High

Avg AUM per client

$54,071 Very Low

HNW client ratio

1% Very Low

About

Brian Eckert is a financial advisor at OASIS Advisors with 14 years of industry experience. He holds the Series 63 and Series 65 licenses and has worked previously at CAPE Securities, Terra Wealth Management, and PFS Investments. Outside of his advisory role, he is involved in entrepreneurial ventures including a money mindset coaching business and healthcare solutions company. OASIS Advisors provides portfolio management, financial planning, and pension consulting services to individuals, corporations, and retirement plans. The firm employs fundamental and quantitative investment strategies across a variety of instruments and serves nearly 5,000 clients with no account minimum.

Client services

Based on Oasis Advisors

Financial planning Portfolio management Pension consulting Selection of other advisers

Expertise

Based on Oasis Advisors

Private / alternative investments Annuities Real estate investing

Occupation focus

Based on Oasis Advisors

Founder/Business Owner Executive

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Fee options

Fixed

Flat fees possible for financial planning/consulting, negotiated individually; onboarding fees for subscription services may apply

Percentage

$0 - $100,000: 1.50% $100,001 - $500,000: 1.35% $500,001 - $1,500,000: 1.20% $1,500,001 - $5,000,000: 1.05% $5,000,001 - $10,000,000: 0.90% $10,000,001+: Customizable

Commissions

Certain supervised persons are licensed to accept commissions for sale of investment products; commissions are not primary source of compensation; disclosed conflicts of interest

Project-based

Hourly fees possible for financial planning/consulting, negotiated individually

Subscriptions

Subscription financial planning fees charged monthly or quarterly; fixed or tiered fees; onboarding fee possible

Other

Fee-only: Financial Planning/Consulting Fees are negotiable; may be flat or hourly fees; Subscription Financial Planning Services charged as fixed or tiered monthly or quarterly fees, with possible onboarding fee

Location

See office

Lynchburg, VA

722 Commerce St, Suite 202

Lynchburg VA 24504

Advisors at this office

1

Most active in

Virginia

Work history

14 years of industry experience

OASIS Advisors, LLC

2025 - Present • 1 year

Lynchburg, VA

CAPE SECURITIES, iNC.

2022 - 2025 • 3 years

McDonough, GA

Terra Wealth Management, LLC

2022 - 2025 • 3 years

Lynchburg, VA

PFS Investments inc

2011 - 2022 • 11 years

Midlothian, VA

Boonewell Management Company LLC

2006 - Present • 20 years

Farmville, VA

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

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Kenneth B

ChFC®

Lynchburg, VA

Kenneth Dean Bennett

Kenneth Bennett is a ChFC®-designated financial advisor with 12 years of industry experience. He is the sole advisor at Kenneth Dean Bennett, an independent firm based in Lynchburg, VA. In addition to his advisory work, he is a partner in Wellness by Design LLC, a business that sells nutritional products. Kenneth Dean Bennett provides comprehensive financial planning services to individuals and small business entities, focusing on retirement planning, tax management, estate and business succession planning, insurance and risk management, and education funding. The firm offers educational seminars and emphasizes asset-allocation recommendations, risk-tolerance and cash-flow analyses, and periodic plan reviews, while clients maintain control over trade implementation.

General retirement planning General estate planning guidance General tax planning
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Kurt C

CFP®, Series 63, Series 65

Lynchburg, VA

Harvest - Faith-Based Investing

Kurt Cornfield is a CFP® professional with 39 years of industry experience. He is the founder of Harvest - Faith-Based Investing and has held roles at Merrill and Bank of America, as well as teaching at Liberty University’s School of Business since 2010. Harvest - Faith-Based Investing provides values-aligned, automated portfolio management services to individual Christian investors and registered investment advisers through a digital platform. The firm uses algorithm-driven model selection combined with third-party management to offer biblically screened ETF portfolios and incorporates impact-oriented investment criteria and active proxy voting.

Religious/faith focused

John H

CFP®

Lynchburg, VA

Lynchburg Wealth Management

Proper financial planning begins with understanding you, your family, and your life. We take the time to learn what’s important to you and then build a plan designed to help you reach your goals with confidence.

General retirement planning Doctor or Medical Professional Young Professionals
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Allan M

Series 66

Lynchburg, VA

Servus Capital Management

Allan Malina is a financial advisor at Servus Capital Management with 23 years of industry experience. He has held prior roles at Merrill and Morgan Stanley. Malina holds a Series 66 designation and has been with Servus Capital Management since 2009. Servus Capital Management provides financial planning and portfolio management services to individuals, high-net-worth investors, corporations, retirement plans, and charitable organizations. The firm uses a rules-based investment approach supported by a proprietary Quantitative Portfolio Management system and serves a notably large and diverse client base for its category.

Passive / index investing
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John M

Series 65

Forest, VA

City Capital Management L.L.C.

John Martin is a financial advisor with City Capital Management L.L.C., holding a Series 65 designation and 21 years of industry experience. He has been with City Capital Management since 2000, serving as the firm's sole advisor. City Capital Management provides investment supervisory and portfolio management services primarily to individuals and corporate entities. The firm employs a combination of fundamental equity research and technical price charting and invests across various securities, maintaining client accounts through Charles Schwab.

Passive / index investing Options & derivatives strategies Active portfolio management
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Laura O

Series 65

Forest, VA

Investment Leadership, LLC

Laura O'neil is a financial advisor at Investment Leadership, LLC with 5 years of industry experience. She holds a Series 65 designation and has worked at Investment Leadership since 2013. Outside of advising, she is an administrative and office manager for Shamrock Construction Enterprises, Inc., a residential construction company. Investment Leadership provides portfolio management, financial planning, and consulting services to individuals, trusts, foundations, endowments, and corporations. The firm serves both high-net-worth and non-HNW clients, using a mix of fundamental and technical analysis with a macroeconomic overlay to construct individualized asset allocation guidelines and investment policy statements.

Multi-generational wealth transfer
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