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Wilbert E. Oakley

FAMILYWEALTH
LAKE MARY, FL 32746
Some features on this profile are disabled
CRD#: 4612563
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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.

top-8-questions

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

BD
CRD#: 46035
CHARLOTTE, NC
Past

February 25, 2003 - November 19, 2003

MUTUAL OF OMAHA INVESTOR SERVICES, INC.

BD
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".
FA
FAMILYWEALTH
ADVISERSOURCE.COM | FAMILYWEALTH ASSET MANAGEMENT (FWAM) | FAMILYWEALTH ADVISORS LLC | FAMILYWEALTH ADVISORS | FAMILYWEALTH ADVISERS LLC | FAMILYWEALTH | FAMILY WEALTH(TM) ADVISERS | ADVISERSOURCE.COM LLC

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)

Exams


State Security Law Exam
IAR
Series 65
Date: 7/19/2007
Uniform Investment Adviser Law Examination
General Industry/Product Exam

Current Firm


FA
FAMILYWEALTH
ADVISERSOURCE.COM | FAMILYWEALTH ASSET MANAGEMENT (FWAM) | FAMILYWEALTH ADVISORS LLC | FAMILYWEALTH ADVISORS | FAMILYWEALTH ADVISERS LLC | FAMILYWEALTH | FAMILY WEALTH(TM) ADVISERS | ADVISERSOURCE.COM LLC

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
13

SEC notice filing (38 States and Territories)


Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

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 Accounts619
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.

Company Information


FAMILYWEALTH

CRD#: 289193Lake Mary, FL 32746

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