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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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HeadquartersBelton, United StatesEmployees13(11 to 50)LinkedIn profileLinkedIn

Verified contacts

9

available on Kipplo

LinkedIn employees

13

11 to 50 range

Open roles

no listings

Distinct roles

5

indexed titles

Tech stack

0

tools in use

Monthly traffic

organic / mo

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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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