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)
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Decision-makers and verified team members
7 contacts with verified email or phone · masked until revealed.
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Tara Puthenveetil
Client Services Manager · Customer/Client Service
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Cole Huskey
Partner · General Business & Management
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Top roles at Oakbridge Financial Group
4 distinct titles indexed · top 4 shown.
- 1client services manager
- 1managing partner
- 1operations & recruitment
- 1partner
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