Overview

I am currently looking to expand my business. I have been in the Financial Services industry for over 20 years. I have been Investment Strategist and President of Four Oaks Financial for the past five years. I am a hybrid Independent Investment advisor utilizing eMoney, Redtail, Kwanti, Allbridge and BOX. I am approved and currently using the Fidelity, Schwab, Pershing custodians. I have experience with Third Party money managers, alternative investments, fixed income and insurance products. I also use mutual funds, ETF and stock portfolios.

Market
Advisor/RIA
Member Level
Basic
Last Activity
6 months or more

Business Data

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Clearing Firm / Custodian

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Mutual Funds

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Variable Annuities

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