James Albert Sexton
Director Of Financial Planning And Chief Compliance OfficerOak Barrel Wealth Advisory LLCCRD 6238381
About James Albert Sexton
James Albert Sexton is listed as Director Of Financial Planning And Chief Compliance Officer at Oak Barrel Wealth Advisory LLC in Reston, VA. Form ADV reports a beneficial ownership band of Under 5%.
Reported ownership
Owns Under 5% of Oak Barrel Wealth Advisory LLC
Ownership band reported on Form ADV Schedule A
Frequently asked questions
Where does James Albert Sexton work?
James Albert Sexton is listed as Director Of Financial Planning And Chief Compliance Officer at Oak Barrel Wealth Advisory LLC on SEC Form ADV.
How much of Oak Barrel Wealth Advisory LLC does James Albert Sexton own?
Form ADV reports a beneficial ownership band of Under 5%.
Oak Barrel Wealth Advisory LLC
| Title | Director Of Financial Planning And Chief Compliance Officer |
| Ownership | Under 5% |
| Control person | Yes |
| Since | 2024 |