LIVE OAK WEALTH ADVISORY GROUP, LLC of HOUSTON, TX is an SEC-registered investment adviser (CRD 154962). Regulatory assets under management: $155.5M.
Compensation: % of AUM, Hourly, Fixed.
Clients served: Individuals, High net worth.
| Name | Role | Location |
|---|---|---|
| Jonathan Scott Solo | MANAGING MEMBER AND CHIEF COMPLIANCE OFFICER | Houston, TX |
| SOLO JONATHAN SCOTT | CHIEF COMPLIANCE OFFICER/MANAGING MEMBER; MANAGING MEMBER; MANAGING MEMBER AND CHIEF COMPLIANCE OFFICER | — |
| JOBES WILLIAM KENNETH | MANAGING MEMBER | — |
| WIGGINS ROBERT E | CHIEF COMPLIANCE OFFICER | — |
| SOLO JON | MANAGING MEMBER AND CHIEF COMPLIANCE OFFICER | — |
| SOLO MICHELLE | MANAGING MEMBER AND CHIEF COMPLIANCE OFFICER | — |
| City | State | Employees | Phone |
|---|---|---|---|
| — | — | 1 | 281 822 9200 |
| — | — | 1 | 281 822 9200 |