WO
WO

Wilbert Ernest Oakley

17 Years of Experience
Sells Insurance
Areas of Practice
Investment ManagementRetirement PlanningEstate PlanningEducation PlanningBusiness OwnersHigh Net Worth
Compensation
Fee-Only (AUM)
Firm Size
4 advisors
Number of Clients
424 clients
Average Client Portfolio
$427K average
Assets Under Management
$180.9M

Fee Structure

Minimum Investment:None
Financial Planning:Investment management only
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Location

1601 Elm Street,, Suite 4310, Dallas, TX, 75201

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business ActivitiesSells Insurance

Wilbert is an insurance producer selling fixed annuity products, dedicating nearly full-time hours to this activity. He also owns a rental property managed by a real estate company, requiring minimal time and producing no income.

Employment History
Current Registrations
Familywealth Asset Management
April 2020 - Present · 5 yrs 10 mos
Familywealth
January 2018 - Present · 8 yrs 1 mo
Previous Registrations
Advisersource.com
September 2017 - December 2017 · 3 mos
Jolliffe Capital, INC.
April 2010 - June 2018 · 8 yrs 2 mos
Brookstone Capital Management LLC
November 2007 - February 2010 · 2 yrs 3 mos
State Registrations5 states
CACOFLOHTX
Advisor
Exams
No exam information available for this advisor.