Advisors at this firm
Brandon K
Series 65
Albuquerque, NM
Oakmont Advisory Group, LLC
Brandon Kinsner is a financial advisor at Oakmont Advisory Group, LLC in Albuquerque, NM. He holds a Series 65 credential and has three years of industry experience. Prior to joining Oakmont Advisory Group, he worked at OPS BTFO, UbreakIfix, and Miracle Fulfillment. Oakmont Advisory Group provides fee-based financial planning and investment management services to individual investors, households, trusts, estates, charitable organizations, and business entities. The firm uses a combination of fundamental, technical, and cyclical analysis and incorporates third-party model signals in its investment approach.
David H
Series 65
Albuquerque, NM
Oakmont Advisory Group, LLC
David Hicks is a financial advisor with Oakmont Advisory Group, LLC in Albuquerque, NM, holding a Series 65 credential and 13 years of industry experience. He has been with Oakmont Advisory Group since 2013 and is also involved with Lowkey Holdings, LLC. Hicks serves on the Board of Directors of Oak Grove Classical Academy, a K-12 private Christian school in Albuquerque. Oakmont Advisory Group provides fee-based financial planning and investment management to individuals, households, trusts, estates, charitable organizations, and business entities. The firm employs a blend of fundamental, technical, and cyclical analysis and utilizes a range of strategies from long-term holdings to shorter-term trading and options.
Ralph H
ChFC®, Series 63, Series 65
Albuquerque, NM
Oakmont Advisory Group, LLC
Ralph Hicks Jr. is a financial advisor with Oakmont Advisory Group, LLC in Albuquerque, NM, holding the ChFC® designation and Series 63 and 65 licenses. He has 37 years of industry experience and has been with Oakmont Advisory Group since 2011. In addition to his advisory role, he is the managing member of Oakmont Insurance, LLC, an insurance agency he formed in 2005. Oakmont Advisory Group provides fee-based financial planning and investment management services to individual investors, households, trusts, estates, charitable organizations, and business entities. The firm employs a blend of fundamental, technical, and cyclical analysis and utilizes various strategies including long-term holdings, shorter-term trading, and options, supported by third-party model signals and platforms.
