A complete list of active advisors currently associated with Live Oak Wealth Management, LLC
Warmer can help you find a great advisor at Live Oak Wealth Management, LLC or one who fits your needs even better.
Live Oak Wealth Management, LLC provides discretionary portfolio management and financial and estate planning services to individuals (including high‑net‑worth clients), charitable organizations, and business entities. The firm reports approximately $57 million in discretionary assets under management and also acts in an advisory or referral capacity to other investment advisers, with $136 million in assets under advisement. Investment guidance is documented through individualized Investment Policy Statements and implemented using fundamental analysis, modern portfolio theory and quantitative methods with a long‑term trading orientation; accounts are reviewed monthly and clients receive quarterly custodian reports. The firm may direct clients to third‑party managers and discloses negotiated fee‑sharing arrangements when it selects other advisers. Distinctive features include regular, no‑charge educational seminars and monthly lunch workshops used to explain the firm’s services and specific security offerings, a practice the brochure highlights. Representatives are also registered broker‑dealers and licensed insurance agents and may recommend commissionable insurance and annuity products; the firm discloses these affiliations and documents the related conflicts of interest.
To learn more about the advisors currently working at Live Oak Wealth Management, LLC, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.
Name |
Location |
Years of experience |
|---|---|---|
Covington, LA
| 11
| |
Covington, LA
| 19
| |
Covington, LA
| 34
|
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