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Brian E

Series 63, Series 65

Lynchburg, VA

Oasis Advisors

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.

Private / alternative investments Annuities Real estate investing Founder/Business Owner Executive
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