Oak Crest Advisors Revenue

Financial Services • Belton, Texas, United States • 11-20 Employees

Oak Crest Advisors revenue & valuation

Annual revenue	$1,112,215
Revenue per employee	$86,000
Estimated valuation?This valuation is estimated based on industry average for the Financial Services industry and current estimated revenues	$3,600,000
Total funding	No funding

Key Contacts at Oak Crest Advisors

Matt Gunter

Co-Founder, Oak Crest Advisors / Financial Advisor, Rjfs

Jason Stanley

Co-Founder

Company overview

Headquarters	204 N Penelope St, Ste A, Belton, Texas 76513, US
Phone number	+1786424207
Website	oakcrestadvisors.com
NAICS	52
Employees	11-20

Oak Crest Advisors Email Formats

Oak Crest Advisors uses 2 email formats. The most common is {first initial} (e.g., j@oakcrestadvisors.com), used 85.7% of the time.

Format	Example	Percentage
{first initial}	j@oakcrestadvisors.com	85.7%
{first initial}.{last name}	j.doe@oakcrestadvisors.com	14.3%

About Oak Crest Advisors

Oak Crest Advisors, LLC is an affiliate-owned service, that aligns with Raymond James Financial Services. We provide financial advisors and their teams the support and infrastructure to launch an independent practice. We understand that launching an independent practice can be an overwhelming task. Therefore, we have developed a partnership designed to simplify your transition and enable you to be in the business for yourself, but not by yourself. Securities offered through Raymond James Financial Services, Inc., Member FINRA/SIPC. Oak Crest Advisors is not a registered broker/dealer and is independent of Raymond James Financial Service. Investment advisory services offered through Raymond James Financial Services Advisors, Inc. Raymond James financial advisors may only conduct business with residents of the states and/or jurisdictions for which they are information may be delayed. Please note that not all of the investments and services mentioned are available in every state. Inv and tax regulations within their applicable jurisdictions that are not addressed on this site. Contact your local Raymond James for additional disclosures: http://raymondjames.com/smicd.htm

Employees by Management Level

Total employees: 11-20

Seniority

Employees

Entry

Founder/Owner

Manager

Employees by Department

Oak Crest Advisors has 6 employees across 3 departments.

Departments

Number of employees

Funding Data

Oak Crest Advisors has never raised funding before.

Frequently asked questions

Oak Crest Advisors is located in Belton, Texas, US.

You can reach Oak Crest Advisors at +1786424207.

Oak Crest Advisors generates an estimated annual revenue of $1,112,215. This revenue figure reflects the company's market position and business performance in its industry.

Oak Crest Advisors has an estimated valuation of $3,600,000. This valuation is calculated based on industry-standard revenue multiples and reflects the company's growth potential and market positioning.

Oak Crest Advisors has approximately 11-20 employees. The company continues to grow its workforce to support its business operations and expansion.

Key Contacts at Oak Crest Advisors

Matt Gunter

Co-Founder, Oak Crest Advisors / Financial Advisor, Rjfs

Jason Stanley

Co-Founder

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