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Laura Sullivan

Client Service Associate at First Oak Wealth Management

  • LinkedIn

Email Email: l****@firstoak.com

phone noPhone Number: (***)-***-****

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FIRST OAK WEALTH MANAGEMENT

FIRST OAK WEALTH MANAGEMENT

  • description Description
    First Oak Wealth Management is an Investment Advisory firm serving individuals and their families. Our focus is objective, independent wealth management strategies to help you achieve and mai...

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  • Employees count Employees 1-10
  • Revenue Revenue 1 Million to 5 Million
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First Oak Wealth Management Org Chart and Mapping

Employees

Cpwa® Ryan Thomsen

Managing Partner, Investment Advisor

Laura Sullivan

Client Service Associate

Frequently Asked Questions Regarding Laura Sullivan

Answer: Laura Sullivan works for First Oak Wealth Management as Client Service Associate

Answer: Laura Sullivan’s role in First Oak Wealth Management is Client Service Associate

Answer: Laura Sullivan's email address is l***@gmail.com

Answer: Laura Sullivan's business email address is l****@firstoak.com

Answer: Laura Sullivan’s direct phone number is (***)-***-****

Answer: Laura Sullivan works in the industry of: Financial Services

Answer: Laura Sullivan works First Oak Wealth Management located at 9131 Anson Way Ste 200, Raleigh, North Carolina, 27615, United States

Answer: First Oak Wealth Management's Client Service Associate is Laura Sullivan

Answer: Laura Sullivan contact details:

  • Phone number  :  (***)-***-****
  • Email  :  l****@firstoak.com

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