Chief Financial OfficerLive Oak Private Wealth, LLCCRD 7713768
About Walter Jeffrey Phifer
Walter Jeffrey Phifer is listed as Chief Financial Officer at Live Oak Private Wealth, LLC in Wilmington, NC. Form ADV reports a beneficial ownership band of Under 5%.
Reported ownership
Owns Under 5% of Live Oak Private Wealth, LLC
Ownership band reported on Form ADV Schedule A
Frequently asked questions
Where does Walter Jeffrey Phifer work?
Walter Jeffrey Phifer is listed as Chief Financial Officer at Live Oak Private Wealth, LLC on SEC Form ADV.
How much of Live Oak Private Wealth, LLC does Walter Jeffrey Phifer own?
Form ADV reports a beneficial ownership band of Under 5%.