Advisor at Oak Tree Securities, Inc.
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Lance Quesada is a financial advisor at Oak Tree Securities, Inc. with six years of experience, holding Series 63, Series 65, and Series 66 licenses. He has been with Oak Tree Securities since 2020 following his time as a student from 2016 to 2020. Oak Tree Securities, Inc. provides estate and financial advisory services to individuals, couples, executives, small business owners, and retirees, focusing on portfolio analysis, retirement projections, tax and estate planning, and brokerage investment advice. The firm emphasizes diversified allocations with a buy-and-hold investment strategy, managing accounts on a non-discretionary basis with ongoing client reviews.
Based on Oak Tree Securities, Inc.
Based on Oak Tree Securities, Inc.
$0 - $250,000: 1.50% $250,001 - $500,000: 1.25% $500,001 - $1,500,000: 1.00% $1,500,001 - $2,500,000: 0.75% $2,500,001+: 0.65%
Representatives earn commissions as registered representatives; commissions from sale of insurance products and non-advisory securities brokerage transactions.
SEC Form ADV Part 1 reports hourly charges, but specific hourly rates not stated in brochure.
Brentwood, CA
California
N/a
2020 - Present (6 years)
Student
2016 - 2020 (4 years)
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Broker-dealer / trader
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Bank
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Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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