Twin Oak Advisors
Financial Services • 
Lost Creek, Texas, United States • 11-20 Employees
Company overview
| Headquarters | 300 Beardsley Ln, Suite A104, Austin, Texas 78746, US |
| Phone number | +15126104050 |
| Website | |
| NAICS | 52 |
| Keywords | Investments, Disability Insurance, Life Insurance, Financial Planning, Estate Planning, Retirement Solutions, Student Loan Advising |
| Employees | 11-20 |
| Socials |
Key Contacts at Twin Oak Advisors
Shaun Mcduffee
Founder, President, & Ceo
Jenna Turton
Associate Director
Twin Oak Advisors Email Formats
Twin Oak Advisors uses 3 email formats. The most common is {first initial}.{last name} (e.g., j.doe@twinoakadvisors.com), used 71.4% of the time.
| Format | Example | Percentage |
|---|---|---|
{first initial}.{last name} | j.doe@twinoakadvisors.com | 71.4% |
{first initial} | j@twinoakadvisors.com | 14.3% |
{first name}.{last name} | john.doe@twinoakadvisors.com | 14.3% |
About Twin Oak Advisors
At Twin Oak, we have curated a team of professionals around each major financial issue you face as a physician. Our team collectively has over 50+ years of experience specializing in the specific financial needs of Physicians. By focusing on remote advising, we have the ability to advise physicians across the country in a manner and speed convenient to them. Whether you’re a PGY 1 concerned about being in the right student loan repayment plan, a last-year resident or fellow who waited to get disability insurance, or a seasoned attending looking for holistic financial planning and investment advice, we are here to help. Securities offered through Cetera Advisor Networks LLC (doing insurance business in CA as CFGAN Insurance Agency LLC, CA Insurance Lic# 0644976), member FINRA/SIPC. Registered Branch Phone #: 512-610-4050, Advisory Services offered through Cetera Investment Advisers LLC, a registered investment adviser. Cetera is under separate ownership from any other named entity.
Twin Oak Advisors revenue & valuation
| Annual revenue | $941,105 |
| Revenue per employee | $86,000 |
| Estimated valuation?This valuation is estimated based on industry average for the Financial Services industry and current estimated revenues | $3,100,000 |
| Total funding | No funding |
Employees by Management Level
Total employees: 11-20
Seniority
Employees
Employees by Department
Twin Oak Advisors has 5 employees across 5 departments.
Departments
Number of employees
Funding Data
Twin Oak Advisors has never raised funding before.
Germany
Canada
Frequently asked questions
4.8
40,000 users
