Brian R. Eckert

OASIS ADVISORS

Lynchburg, VA 24504

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CRD#: 6091747

Professional summary

Brian Robert Eckert is a registered financial advisor currently at OASIS ADVISORS located in Lynchburg, Virginia.

Brian is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2012. Brian has worked at 4 firms and has passed the Series 65, Series 63, SIE, Series 6 and Series 26 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

None

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.

1) LICENSED INSURANCE AGENT, INSURANCE SALES; INVESTMENT RELATED; APPX 10% OF TIME DURING THE MONTH. 2) Your Money Your Purpose, LLC multi-member llc with Billy Zerillo (50/50) used for Money Mindset Coaching and educational content 3) Wallert Group LLC multi-member llc with Ryan Wall (50/50) provides marketing & workflow to Monte Cristo Technology LLC, real estate asset owner offering fractional real estate ownership to accredited investors as an advanced tax strategy 4) MightyWELL Health healthcare solutions company that provides alternative solution to marketplace or traditional insurance plans

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Brian Robert Eckert'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

May 27, 2025 - Present

OASIS ADVISORS

Office #1: 722 Commerce St Suite 202, Lynchburg, VA 24504

RIA

CRD#: 335555

Lynchburg, VA

Past

October 17, 2022 - March 27, 2025

TERRA WEALTH

RIA

CRD#: 320643

LYNCHBURG, VA

Past

October 7, 2022 - June 25, 2025

CAPE SECURITIES INC.

CRD#: 7072

MCDONOUGH, GA

Past

July 6, 2022 - October 13, 2022

PFS INVESTMENTS INC.

RIA

CRD#: 10111

MIDLOTHIAN, VA

Past

July 30, 2012 - October 13, 2022

PFS INVESTMENTS INC.

CRD#: 10111

MIDLOTHIAN, VA

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

Virginia
(5/27/2025)

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: 6/2/2022

Uniform Investment Adviser Law Examination

State Security Law Exam

Series 63

Date: 7/26/2012

Uniform Securities Agent State Law Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 6

Date: 7/27/2012

Investment Company Products/Variable Contracts Representative Examination

Principal/Supervisory Exam

Series 26

Date: 1/4/2014

Investment Company Products/Variable Contracts Principal Examination

Current Firm

OASIS ADVISORS

OASIS ADVISORS | OASIS ADVISORS, LLC

CRD#: 335555 / SEC#: 801-132394

RIA

Registered Investment Advisory firm - (4/11/2025 120-Day Approval)

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Contact information

Main Address

136 S 4th Street, Forest City, IA 50436

Mailing Address

Phone number

(641) 251-6001

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (23 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

FORM ADV PART 2A - OASIS ADVISORS (10/22/2025)

Regulatory assets under management

Total Number of Accounts	1,867
AUM (Assets Under Management)	$ 239,311,393

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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Brian R. Eckert

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Brian Robert Eckert's CRS (Customer Relationship Summary).

Certified licenses

Experience

TERRA WEALTH

CAPE SECURITIES INC.

PFS INVESTMENTS INC.

PFS INVESTMENTS INC.

State Registrations and Notice Filings

Exams

Series 65

Date: 6/2/2022

Series 63

Date: 7/26/2012

SIE

Date: 10/1/2018

Series 6

Date: 7/27/2012

Series 26

Date: 1/4/2014

Current Firm

OASIS ADVISORS

Contact information

SEC notice filing (23 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

OASIS ADVISORS

TRUST BUT VERIFY

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