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Oakbridge Financial Group jobs and careers

Raleigh, United States

About Oakbridge Financial Group

At Oakbridge, our mission is to be the premier source of advice in our community by delivering financial independence secured for generations. We strive to satisfy our clients needs through providing financial stability, security, measurable success, and genuine accountability. Our advisors value high integrity and are consistently dedicated to the betterment of their clients. Our local community is the foundation of our business here at Oakbridge, therefore, equipping our community with sound advice and meaningful connections is our priority. Duly registered representatives offer securities through Equitable Advisors, LLC (NY, NY), member SIPC, a broker-dealer(Equitable Financial Advisors in MI & TN)/Equitable Advisors, LLC, an SEC-registered investment advisor. Duly licensed agents offer annuities and insurance through Equitable Network, LLC; Equitable Network Insurance Agency of California, LLC in CA; Equitable Network Insurance Agency of Utah, LLC in UT; Equitable Network of Puerto Rico, Inc. in PR. EOE M/F/D/V. Oakbridge Financial Group is not a registered investment advisor and is not owned or operated by Equitable Advisors or Equitable Network. Equitable Advisors, LLC (NY, NY 212-314- 4600), member FINRA, SIPC. Important Information & Disclosures: http://bit.ly/2f98X9d AGE 4943887.2 (09/23)(exp.09/27)

Employees
11 to 50
Headquarters
Raleigh

Leadership

The top of Oakbridge Financial Group's org chart, with how many people report into each leader.

MW

Michael Wilson

CEO

3 reports

TPPhoto of Tara Puthenveetil

Tara Puthenveetil

Client Services Manager

1 report

APPhoto of Amanda Penrose

Amanda Penrose

Recruiting Director

Jobs at Oakbridge Financial Group

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