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CM

Christopher G. Mcmahan

OAK TREE WEALTH MANAGEMENT
Corpus Christi, TX 78401
Some features on this profile are disabled
CRD#: 7413408
CM

Professional summary

Christopher Guy Mcmahan, who also goes by Chris Guy Mcmahan, is a registered financial advisor currently at OAK TREE WEALTH MANAGEMENT located in Corpus Christi, Texas.

Christopher is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2023. Christopher has worked at 1 firm and has passed the Series 65 and SIE exams.

Question & Answer

Are you a "fiduciary"?
Yes

Aliases

Chris Guy Mcmahan

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) - RIA

Click below to view Christopher Guy Mcmahan's 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

April 5, 2023 - Present

OAK TREE WEALTH MANAGEMENT

Office #1: 101 N. Shoreline Blvd. Suite 304, Corpus Christi, TX 78401
RIA
CRD#: 164685
Corpus Christi, TX

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
Texas
(4/5/2023)

Exams

State Security Law Exam
IAR
Series 65
Date: 6/7/2022
Uniform Investment Adviser Law Examination
General Industry/Product Exam
RR
SIE
Date: 12/15/2021
Securities Industry Essentials Examination

Current Firm

OT
OAK TREE WEALTH MANAGEMENT
OAK TREE WEALTH MANAGEMENT | OAK TREE WEALTH MANAGEMENT, LLC

CRD#: 164685 / SEC#:

Texas
Registered Investment Advisory firm - (8/15/2012 Approved)
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Contact information

Main Address
101 N. Shoreline Blvd. Suite 304, Corpus Christi, TX 78401
Mailing Address
Phone number
(361) 452-0226
Established
Firm type
Fiscal year end
# of Employees
1

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts58
AUM (Assets Under Management)$ 12,726,094

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

OAK TREE WEALTH MANAGEMENT

CRD#: 164685Corpus Christi, TX 78401

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