Oakbridge Financial Group logo
VerifiedFinancial Services· Founded 2018

Oakbridge Financial Group

Oakbridge Financial Group, LLC. was founded in 2018 when four financial advisors came together with a shared vision: To earn the most loyal clients. To create a workplace where our staff has a voice. To build a culture committed to attracting the most talented financial advisors. To provide time, talent, and treasure back to the community. Duly registered representatives offer securities through Equitable Advisors, LLC (NY, NY), member SIPC, a broker-dealer(Equitable Financial Advisors in MI & TN)/Equitable Advisors, LLC, an SEC-registered investment advisor. Duly licensed agents offer annuities and insurance through Equitable Network, LLC; Equitable Network Insurance Agency of California, LLC in CA; Equitable Network Insurance Agency of Utah, LLC in UT; Equitable Network of Puerto Rico, Inc. in PR. EOE M/F/D/V. Oakbridge Financial Group is not a registered investment advisor and is not owned or operated by Equitable Advisors or Equitable Network.] Equitable Advisors, LLC (NY, NY 212-314-4600), member FINRA, SIPC. Important Information & Disclosures: http://bit.ly/2f98X9d AGE- 4943887.3 (8/25)(Exp.8/29)

7-day free trial · no credit card

HeadquartersRaleigh, United StatesEmployees10(1 to 10)Annual revenue<$1MFounded year2018Websiteoakbridge-financial.comLinkedIn profileLinkedIn

Verified contacts

7

available on Kipplo

LinkedIn employees

10

1 to 10 range

Open roles

no listings

Distinct roles

4

indexed titles

Tech stack

1

tools in use

Monthly traffic

organic / mo

Sign up free to see all 7 verified contacts at Oakbridge Financial Group

Free for 7 days · 50 credits · no card · only pay for verified records.

Sign up free

Decision-makers and verified team members

7 contacts with verified email or phone · masked until revealed.

Sign up free →

Showing 2 of 7 verified contacts

Top roles at Oakbridge Financial Group

4 distinct titles indexed · top 4 shown.

  • 1client services manager
  • 1managing partner
  • 1operations & recruitment
  • 1partner

Sign up to unlock all 7 contacts at Oakbridge Financial Group

Free for 7 days · 50 credits · no card · only pay for verified records.

Sign up free

Sign up to reveal 7 verified contacts at Oakbridge Financial Group

7-day trial · no credit card · cancel anytime · only pay for verified records.

Trusted by sales, marketing, and GTM engineering teams.

Oakbridge Financial Group | Kipplo Discover