Daniel Alexander Ward

Oak City Consulting, LLC

9 Years of Experience

View SEC Summary

Areas of Practice

Investment ManagementRetirement PlanningHigh Net WorthCharitable Giving

Oak City Consulting, LLC

Compensation

Fee-Only (AUM)Fixed/Hourly

Firm Size

3 advisors

Number of Clients

46 clients

Average Client Portfolio

$27.5M average

Assets Under Management

$1.3B

Fee Structure

Minimum Investment:None

Financial Planning:Investment management only

Location

9733 Fonville Rd, Wake Forest, NC, 27587

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History

Regulatory History

Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

Employment History

Current Registrations

Oak City Consulting, LLC

April 2018 - Present · 7 yrs 10 mos

Previous Registrations

First Citizens Investor Services, INC.Broker

April 2016 - March 2018 · 1 yr 11 mos

State Registrations1 state

Advisor

Exams

No exam information available for this advisor.