Wilbert E. Oakley

FAMILYWEALTH

LAKE MARY, FL 32746

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CRD#: 4612563

Professional summary

Wilbert Ernest Oakley III, who also goes by Bill Oakley, is a registered financial advisor currently at FAMILYWEALTH located in Lake Mary, Florida and FAMILYWEALTH ASSET MANAGEMENT located in Lake Mary, Florida.

Wilbert is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2003. Wilbert has worked at 6 firms and has passed the Series 65 and Series 6 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Bill Oakley

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

INSURANCE PRODUCER SELLING FIXED ANNUITY PRODUCTS. NON-INVESTMENT RELATED, WHERE I SPEND APPROXIMATELY 50 HOURS A WEEK OF MY TIME. COMPANIES WITH WHICH I OFTEN WRITE BUSINESS INCLUDE GREAT AMERICAN, NORTH AMERICAN, ALLIANZ, AMERICAN EQUITY, ING, MINNESOTA LIFE, MASS MUTUAL, WEST COAST LIFE, AND PRUDENTIAL. MY ANNUAL COMPENSATION FOR THIS ACTIVITY AVERAGES $150,000. ROUGHLY 80% OF MY INCOME FROM THE ABOVE ACTIVITY COMES FROM THE SALES OF FIXED INDEXED ANNUITIES, WHILE THE OTHER 20% COMES FROM LIFE INSURANCE SALES. I ALSO OWN A SINGLE FAMILY HOME, WHICH I RENT, AND WHICH IS MANAGED BY A REAL ESTATE MANAGEMENT COMPANY. THIS ACTIVITY DOES NOT REQUIRE ANY OF MY TIME AND BREAKS EVEN, PRODUCING ME NO INCOME.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Wilbert Ernest Oakley III's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

None

Experience

Current

January 31, 2018 - Present

FAMILYWEALTH

Office #1: 3595 W Lake Mary Blvd, Lake Mary, FL 32746

RIA

CRD#: 289193

LAKE MARY, FL

Current

April 1, 2020 - Present

FAMILYWEALTH ASSET MANAGEMENT

Office #1: 255 Primera Blvd. Suite 160, Lake Mary, FL 32746

RIA

CRD#: 147869

LAKE MARY, FL

Past

September 27, 2017 - December 31, 2017

FAMILYWEALTH

RIA

CRD#: 289193

Lake Mary, FL

Past

April 22, 2010 - June 30, 2018

JOLLIFFE CAPITAL, INC.

RIA

CRD#: 140725

LAKE MARY, FL

Past

November 19, 2007 - February 3, 2010

BROOKSTONE CAPITAL MANAGEMENT LLC

RIA

CRD#: 141413

LAKE MARY, FL

Past

October 22, 2003 - January 27, 2004

SYNERGY INVESTMENT GROUP, LLC

CRD#: 46035

CHARLOTTE, NC

Past

February 25, 2003 - November 19, 2003

MUTUAL OF OMAHA INVESTOR SERVICES, INC.

CRD#: 611

OMAHA, NE

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".

FAMILYWEALTH

CRD#: 289193 / SEC#: 801-111050

RIA

Registered Investment Advisory firm - (8/28/2017 Approved)

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR

California
(4/1/2020)

IAR

Colorado
(4/1/2020)

IAR

Florida
(1/31/2018)

IAR

Ohio
(4/1/2020)

IAR

Texas
(4/2/2020)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

IAR

Series 65

Date: 7/19/2007

Uniform Investment Adviser Law Examination

General Industry/Product Exam

Series 6

Date: 2/24/2003

Investment Company Products/Variable Contracts Representative Examination

Current Firm

FAMILYWEALTH

CRD#: 289193 / SEC#: 801-111050

RIA

Registered Investment Advisory firm - (8/28/2017 Approved)

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Contact information

Main Address

255 Primera Blvd Suite 160, Lake Mary, FL 32746

Mailing Address

Phone number

(866) 746-3743

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (38 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

FAMILYWEALTH ADVISERS, LLC ADV 2A BROCHURE (4/1/2025)

Regulatory assets under management

Total Number of Accounts	619
AUM (Assets Under Management)	$ 346,344,277

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

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Advisor Monitoring

Firm Stability Insights

Wilbert E. Oakley

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Wilbert Ernest Oakley III's CRS (Customer Relationship Summary).

Certified licenses

Experience

FAMILYWEALTH ASSET MANAGEMENT

FAMILYWEALTH

JOLLIFFE CAPITAL, INC.

BROOKSTONE CAPITAL MANAGEMENT LLC

SYNERGY INVESTMENT GROUP, LLC

MUTUAL OF OMAHA INVESTOR SERVICES, INC.

Primary Firm SEC Registration

FAMILYWEALTH

State Registrations and Notice Filings

Exams

Series 65

Date: 7/19/2007

Series 6

Date: 2/24/2003

Current Firm

FAMILYWEALTH

Contact information

SEC notice filing (38 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

FAMILYWEALTH

TRUST BUT VERIFY

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