LIVE OAK PRIVATE WEALTH, LLC of WILMINGTON, NC is an SEC-registered investment adviser (CRD 297904). Regulatory assets under management: $1.3B.
Compensation: % of AUM, Hourly, Fixed.
Clients served: Individuals, High net worth, Pooled vehicles, Pensions, Charities, Corporations.
| Name | Role | Location |
|---|---|---|
| Frank Gehman Jolley | CO-CHIEF INVESTMENT OFFICER | Rocky Mount, NC |
| John William Coleman | CO-CHIEF INVESTMENT OFFICER | — |
| James Slaughter Mahan | MANAGER | — |
| Gregory William Seward | GENERAL COUNSEL | — |
| Terry Webb Sapp | CHIEF COMPLIANCE OFFICER | Rocky Mount, NC |
| Andrew Marshall Basinger | CEO | — |
| Walter Jeffrey Phifer | CHIEF FINANCIAL OFFICER | — |
| JOLLEY BETSY GEHMAN | CO-CHIEF INVESTMENT OFFICER | — |
| JONES JOSEPH WAYNE | CHIEF FINANCIAL OFFICER | — |
| CUSTER SCOTT MEREDITH | MANAGER | — |
| SAPP TERRY WEBB | CHIEF COMPLIANCE OFFICER | — |
| MAHAN JAMES SLAUGHTER | MANAGER | — |
| CARROLL JASON AARON | CHIEF EXECUTIVE OFFICER AND CHIEF COMPLIANCE OFFICER | — |
| CAINES STEVEN BRETT | MANAGER AND CHIEF FINANCIAL OFFICER | — |
| COLEMAN JOSHUA WILLIAM | CHIEF INVESTMENT OFFICER; CO-CHIEF INVESTMENT OFFICER | — |
| JANSON SUSAN NICETA | CEO / MANAGING DIRECTOR / CHIEF COMPLIANCE OFFICER; CHIEF EXECUTIVE OFFICER AND CHIEF COMPLIANCE OFFICER | — |
| SEWARD GREGORY WILLIAM | GENERAL COUNSEL | — |
| BASINGER ANDREW MARSHALL | CEO | — |
| PHIFER WALTER JEFFREY | CHIEF FINANCIAL OFFICER | — |
| City | State | Employees | Phone |
|---|---|---|---|
| ROCKY MOUNT | NC | 4 | (252) 822-7149 |