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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

TitleDirector Of Financial Planning And Chief Compliance Officer
OwnershipUnder 5%
Control personYes
Since2024
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