Dave Oakley Email & Phone Number
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Dave Oakley Location
- Carlsbad, NM, US
Dave Oakley Work
- 2014 -now Partner @ Oakley and Irving Wealth Management
- 1992 -now Registered Representative @
- 1992 -now Securites offered through @
- 1987 -now member FINRA @ FINRA
Dave Oakley Education
- College for Financial Planning
CFP (Investments, Taxes, Estate Planning, Retirment Planning)
1985-1987 - Lubbock Christian University
Associate of Arts (AA) (Bible and Greek)
1961-1963
Dave Oakley Skills
- Wealth
- Retirement
- Strategy
- Mutual Funds
- Long Term Care
- Patient Safety
- Strategic Financial
- Asset Allocation
- Alternative Investments
- Estate Planning
- Strategic Financial Planning
- Investment Advisory
- Software Development
- Wealth Management Services
- Retirement Planning
- Fixed Annuities
- Investments
- 401k
- Wealth Management
- Investment Strategies
- FINRA
- Microsoft Word
- Series 7
- Financial Advisory
- Wealth Accumulation
- Financial Planners
Dave Oakley Summary
- Dave Oakley, based in Carlsbad, NM, US, is currently a Partner at Oakley and Irving Wealth Management. Dave Oakley brings experience from previous roles at LPL Financial and FINRA. Dave Oakley holds a 1985 - 1987 CFP in Investments, Taxes, Estate Planning, Retirment Planning @ College for Financial Planning. With a robust skill set that includes Wealth, Retirement, Strategy, Mutual Funds, Long Term Care and more. Dave Oakley has 2 emails and 1 mobile phone numbers on RocketReach.
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