Oak Crest Advisors
Oak Crest Advisors, LLC is an affiliate-owned service, that aligns with Raymond James Financial Services. We provide financial advisors and their teams the support and infrastructure to launch an independent practice. We understand that launching an independent practice can be an overwhelming task. Therefore, we have developed a partnership designed to simplify your transition and enable you to be in the business for yourself, but not by yourself. Securities offered through Raymond James Financial Services, Inc, Member FINRA/SIPC. Oak Crest Advisors is not a registered broker/dealer and is independent of Raymond James Financial Service. Investment advisory services offered through Raymond James Financial Services Advisors, Inc. Raymond James financial advisors may only conduct business with residents of the states and/or jurisdictions for which they are information may be delayed. Please note that not all of the investments and services mentioned are available in every state. Inv and tax regulations within their applicable jurisdictions that are not addressed on this site. Contact your local Raymond James for additional disclosures: http://raymondjames.com/smicd.htm
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Verified contacts
9
available on Kipplo
LinkedIn employees
13
11 to 50 range
Open roles
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no listings
Distinct roles
5
indexed titles
Tech stack
0
tools in use
Monthly traffic
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organic / mo
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Decision-makers and verified team members
9 contacts with verified email or phone · masked until revealed.
- CF
Crystal Foley
Branch Operations Coordinator · Operations
EmailPhone - DC
Doug Castle
Financial Advisor · Finance & Accounting
EmailPhone - KP
Kent Pendleton
SVP - Business Development & Talent Acquisition · Other
EmailPhone - RS
Richard Sieling
Financial Advisor · Finance & Accounting
EmailPhone - JS
Jason Stanley
Co-founder · General Business & Management
EmailPhone
Showing 5 of 9 verified contacts
Top roles at Oak Crest Advisors
5 distinct titles indexed · top 5 shown.
- 3financial advisor
- 1assistant
- 1branch operations coordinator
- 1co-founder
- 1svp - business development & talent acquisition
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