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Cfp Clay Elliott Awma

Clay Elliott is Owner and Principal Financial Advisor at Oak Capital Private Wealth, a financial services firm based... | Baton Rouge, Baton Rouge, United States

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Cfp Clay Elliott Awma’s Emails [email protected]

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Cfp Clay Elliott Awma’s Location Baton Rouge, Baton Rouge, United States

Cfp Clay Elliott Awma’s Expertise Clay Elliott is Owner and Principal Financial Advisor at Oak Capital Private Wealth, a financial services firm based in Port Allen, LA, dedicated to providing local financial advice held to the highest standards. He provides comprehensive financial planning and educates his clients to develop robust wealth management strategies to help position them to reach their financial goals. He loves helping people become financially independent and enjoys seeing them live out their financial plan successfully. No matter what life stage you’re in, Oak Capital Private Wealth is here to help the Port Allen and Baton Rouge, LA, communities. We specialize in serving Exxon, Dow, and ShinTech plant workers who are approaching retirement. We also work with small business owners and their families across Louisiana. Our advisors listen and get to know you before building a comprehensive plan to help you reach your financial goals. Our responsive, reliable team acts in your best interests and is held to high fiduciary standards. Together, we help you make informed decisions about your financial future with comprehensive financial planning and robust wealth management strategies. To learn more, please contact us at (225) 416-7373 or visit https://oakcapitalpw.com/. -- Securities offered through LPL Financial. Member FINRA/SIPC. For hyperlinks to FINRA and SIPC, please refer to ‘Contact Info’ section above. Investment advisory services offered through NewEdge Advisors, LLC, a registered investment adviser. NewEdge Advisors, LLC and Oak Capital Private Wealth are separate entities from LPL Financial. Third party posts found on this profile do not reflect the views of LPL Financial and have not been reviewed as to accuracy and completeness. The LPL Financial registered representatives associated with this website may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.

Cfp Clay Elliott Awma’s Current Industry Oak Capital Financial Advisors

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Work Experience

Oak Capital Financial Advisors

Certified Financial Planner(tm)

Fri Jul 01 2022 00:00:00 GMT+0000 (Coordinated Universal Time) — Present

Oak Capital Private Wealth

Founder

Fri Jul 01 2022 00:00:00 GMT+0000 (Coordinated Universal Time) — Present

Edward Jones

Certified Financial Planner(tm)

Fri Jan 01 2016 00:00:00 GMT+0000 (Coordinated Universal Time) — Fri Jul 01 2022 00:00:00 GMT+0000 (Coordinated Universal Time)

Buddys Air Conditioning And Heating

Vice President of Sales

Thu Mar 01 2012 00:00:00 GMT+0000 (Coordinated Universal Time) — Tue Dec 01 2015 00:00:00 GMT+0000 (Coordinated Universal Time)

Buddys Air Conditioning And Heating

Vice President of Service

Sat May 01 2010 00:00:00 GMT+0000 (Coordinated Universal Time) — Thu Mar 01 2012 00:00:00 GMT+0000 (Coordinated Universal Time)

State Of Louisiana

Assistant to the Director of Finance and Administration

Tue Jan 01 2008 00:00:00 GMT+0000 (Coordinated Universal Time) — Sat Nov 01 2008 00:00:00 GMT+0000 (Coordinated Universal Time)

Louisiana House Of Representatives

Appropriations Committee Clerk

Tue May 01 2007 00:00:00 GMT+0000 (Coordinated Universal Time) — Tue Jan 01 2008 00:00:00 GMT+0000 (Coordinated Universal Time)

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Cfp Clay Elliott Awma Email Addresses

[email protected] Email

Cfp Clay Elliott Awma Phone Number

No phone number available. Phone number

FAQ About Cfp Clay Elliott Awma

Cfp Clay Elliott Awma is located at
Baton Rouge, Baton Rouge, United States

Cfp Clay Elliott Awma is a
Clay Elliott is Owner and Principal Financial Advisor at Oak Capital Private Wealth, a financial services firm based in Port Allen, LA, dedicated to providing local financial advice held to the highest standards. He provides comprehensive financial planning and educates his clients to develop robust wealth management strategies to help position them to reach their financial goals. He loves helping people become financially independent and enjoys seeing them live out their financial plan successfully. No matter what life stage you’re in, Oak Capital Private Wealth is here to help the Port Allen and Baton Rouge, LA, communities. We specialize in serving Exxon, Dow, and ShinTech plant workers who are approaching retirement. We also work with small business owners and their families across Louisiana. Our advisors listen and get to know you before building a comprehensive plan to help you reach your financial goals. Our responsive, reliable team acts in your best interests and is held to high fiduciary standards. Together, we help you make informed decisions about your financial future with comprehensive financial planning and robust wealth management strategies. To learn more, please contact us at (225) 416-7373 or visit https://oakcapitalpw.com/. -- Securities offered through LPL Financial. Member FINRA/SIPC. For hyperlinks to FINRA and SIPC, please refer to ‘Contact Info’ section above. Investment advisory services offered through NewEdge Advisors, LLC, a registered investment adviser. NewEdge Advisors, LLC and Oak Capital Private Wealth are separate entities from LPL Financial. Third party posts found on this profile do not reflect the views of LPL Financial and have not been reviewed as to accuracy and completeness. The LPL Financial registered representatives associated with this website may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state. Oak Capital Financial Advisors

Cfp Clay Elliott Awma currently works in the
Oak Capital Financial Advisors

Cfp Clay Elliott Awma specializes in
Clay Elliott is Owner and Principal Financial Advisor at Oak Capital Private Wealth, a financial services firm based in Port Allen, LA, dedicated to providing local financial advice held to the highest standards. He provides comprehensive financial planning and educates his clients to develop robust wealth management strategies to help position them to reach their financial goals. He loves helping people become financially independent and enjoys seeing them live out their financial plan successfully. No matter what life stage you’re in, Oak Capital Private Wealth is here to help the Port Allen and Baton Rouge, LA, communities. We specialize in serving Exxon, Dow, and ShinTech plant workers who are approaching retirement. We also work with small business owners and their families across Louisiana. Our advisors listen and get to know you before building a comprehensive plan to help you reach your financial goals. Our responsive, reliable team acts in your best interests and is held to high fiduciary standards. Together, we help you make informed decisions about your financial future with comprehensive financial planning and robust wealth management strategies. To learn more, please contact us at (225) 416-7373 or visit https://oakcapitalpw.com/. -- Securities offered through LPL Financial. Member FINRA/SIPC. For hyperlinks to FINRA and SIPC, please refer to ‘Contact Info’ section above. Investment advisory services offered through NewEdge Advisors, LLC, a registered investment adviser. NewEdge Advisors, LLC and Oak Capital Private Wealth are separate entities from LPL Financial. Third party posts found on this profile do not reflect the views of LPL Financial and have not been reviewed as to accuracy and completeness. The LPL Financial registered representatives associated with this website may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.

Cfp Clay Elliott Awma speaks the following languages:
No languages available.

Cfp Clay Elliott Awma has prior experience in the following industries:
Edward Jones , Buddys Air Conditioning And Heating , Buddys Air Conditioning And Heating , State Of Louisiana , Louisiana House Of Representatives

Cfp Clay Elliott Awma has the following professional experience:
Oak Capital Financial Advisors , Oak Capital Private Wealth , Edward Jones , Buddys Air Conditioning And Heating , Buddys Air Conditioning And Heating , State Of Louisiana , Louisiana House Of Representatives .