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Garrett K. Oakley

MARVIN, NC 28173
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CRD#: 6242597
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Garrett Knox Oakley

Professional summary

Garrett Knox Oakley, CFP® was a registered financial advisor .

Garrett is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2013. Garrett had worked at 4 firms and has passed the Series 63, Series 65, SIE and Series 7 exams.

At a Glance

Always Fiduciary

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.
The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary)

The CRS(Customer Relationship Summary) document is not provided.

Certified licenses

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

Certified Financial Planner

Experience

Current

July 10, 2026 - Present

Office #1: 1009 Seminole Drive, Marvin, NC 28173
MARVIN, NC
Past

October 6, 2017 - June 12, 2018

BETTERMENT

RIA
CRD#: 149117
New York, NY
Past

September 21, 2015 - December 1, 2016

ROBERT W. BAIRD & CO. INCORPORATED

BD
CRD#: 8158
DAVIDSON, NC
Past

June 8, 2015 - December 1, 2016

ROBERT W. BAIRD & CO. INCORPORATED

RIA
CRD#: 8158
DAVIDSON, NC
Past

September 16, 2013 - May 27, 2015

MCGILL ADVISORS, INC.

RIA
CRD#: 111093
CHARLOTTE, NC

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
North Carolina
(7/10/2026)

Exams

State Security Law Exam
RR
Series 63
Date: 2/5/2016
Uniform Securities Agent State Law Examination
State Security Law Exam
IAR
Series 65
Date: 9/16/2013
Uniform Investment Adviser Law Examination
General Industry/Product Exam
RR
SIE
Date: 12/1/2016
Securities Industry Essentials Examination
General Industry/Product Exam
RR
Series 7
Date: 9/21/2015
General Securities Representative Examination

Current firm

No current employment

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

No current employment

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