Council Oak Wealth Advisors Email Formats
Financial Services • 
Tulsa, Oklahoma, United States • 1-10 Employees
Council Oak Wealth Advisors Email Formats
Council Oak Wealth Advisors uses 2 email formats. The most common is {first name}{last name} (e.g., johndoe@counciloakwealth.com), used 60% of the time.
| Format | Example | Percentage |
|---|---|---|
{first name}{last name} | johndoe@counciloakwealth.com | 60% |
{first initial}{last name} | jdoe@counciloakwealth.com | 40% |
Key Contacts at Council Oak Wealth Advisors
James E. Diacon
Managing Director - Wealth Advisor
Nate Lovelle
Director - Portfolio Management
Company overview
| Headquarters | Tulsa, Oklahoma, United States |
| Phone number | +18555566880 |
| Website | |
| NAICS | 52 |
| Founded | 2018 |
| Employees | 1-10 |
| Socials |
About Council Oak Wealth Advisors
The Council Oak Tree, located in Tulsa, is the site the Creek Nation Indians chose as their council ground where elders held gatherings, tribal ceremonies and feasts. In choosing a name for our firm, we decided on the Council Oak for its historic Tulsa connection and for what the Council Oak Tree represents – strength, shelter, rigidity, longevity and a place where you can meet with your “Wealth Council.”
Employees by Management Level
Total employees: 1-10
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Employees by Department
Council Oak Wealth Advisors has 8 employees across 4 departments.
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Funding Data
Council Oak Wealth Advisors has never raised funding before.
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