OAK TREE SECURITIES, INC. of LIVERMORE, CA is an SEC-registered investment adviser (CRD 18126). Regulatory assets under management: $3.7M.
Compensation: % of AUM, Hourly.
Clients served: Individuals, High net worth, Pensions.
| Name | Role | Location |
|---|---|---|
| WILLIAMS PATRICIA JEAN | PRINCIPAL | — |
| DAHL ERIC DREW | PRINCIPAL | — |
| QUESADA DANIEL MARTINEZ | PRESIDENT, CEO, CFO, CCI, CCO | — |
| BLAIR PAMELA SUSAN | REGISTERED REP | — |
| BEETZ BRUCE ROBERT | PRINCIPAL | — |
| GERHART VIRGINIA BEAUREGARD | PRINCIPAL | — |
| JENKINS WALTER WORDEN | SHAREHOLDER | — |
| LARSON DENNIS ARTHUR | REGISTERED REP | — |
| NICHOLS BYRON VERON | PRINCIPAL | — |
| SEMPLE ROBERT STEWART | REGISTERED REP | — |