Four Oaks Financial

Finance · Texas, United States · 1-10 Employees

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Overview

Headquarters

180 State St Ste 225, Southlake, Texas, ...

Phone Number

(817) 268-9474

Revenue

<$5 Million

Industry

Finance Securities Trading
ZI Rank: 1
Signal Type
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ZI Rank
1
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About Four Oaks Financial

Four Oaks Financial, LLC is dedicated to helping clients achieve personal financial independence through comprehensive financial planning and investment strategies. They offer a range of services including asset management, retirement strategy, investment strategy, insurance strategy, and special needs planning, tailored to individual client needs. The firm focuses on educating clients about investing and wealth management while considering their risk tolerance and long-term goals. Their mission is to provide meaningful information and timely research, ensuring clients can live the life they envision.Explore more
Four Oaks Financial's Social MediaPopular SearchesFour Oaks Financial LLCGeorge CattatOaks Financial LLCcom FourOaksFinancialfouroaksfinancial.comSIC Code 62,628NAICS Code 52,523Show more

Four Oaks Financial Org Chart

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Founder & Investment Strategist

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Compare insights from companies similar to Four Oaks Financial, focusing on performance, financial data, growth rates, and unique benchmarks to identify key industry trends and opportunities.

Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

Four Oaks Financial

<$5M
1-10
Private
-
2014
GC
George CattatFounder & Investment Strategist
$6.6M
1-10
Private
-
2016
AA
Alexandra AndersenChief Operating Officer
$5.4M
1-10
Private
-
2001
Jay Vinson, Managing Director at Vinson Financial Group
Jay VinsonManaging Director
<$5M
1-10
Private
-
2007
SV
Sal VelazquezVice President, Sales
<$5M
1-10
Private
-
2007
RA
Robert AllenPresident & Owner
<$5M
1-10
Private
-
-
N/A
<$5M
1-10
Private
-
2006
N/A
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Company Profile Activity

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Among all Finance companies

Low Activity

High Activity

Activity Insights

Four Oaks Financial is experiencing very low activity levels compared to other companies in the Finance sector.

What does this means?

Four Oaks Financial is drawing exceptional interest within the Finance industry, suggesting notable developments or strong market momentum, learn more about Four Oaks Financial.

Four Oaks Financial Tech Stack

A closer look at the technologies used by Four Oaks Financial

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Frequently Asked Questions Regarding Four Oaks Financial

What is Four Oaks Financial's official website?
Four Oaks Financial's official website is www.fouroaksfinancial.com
What is Four Oaks Financial's Revenue?
Four Oaks Financial's revenue is <$5 Million
What is Four Oaks Financial's SIC code?
Four Oaks Financial's SIC: 62,628
What is Four Oaks Financial's NAICS code?
Four Oaks Financial's NAICS: 52,523
How many employees does Four Oaks Financial have?
Four Oaks Financial has 1-10 employees
What industry does Four Oaks Financial belong to?
Four Oaks Financial is in the industry of: Finance, Securities Trading
What is Four Oaks Financial competition?
Four Oaks Financial top competitors include: McNeal Wealth Management, Vinson Financial Group, Western Wealth Management - Durango, GreenStoneBelt Wealth
What technology does Four Oaks Financial use?
Some of the popular technologies that Four Oaks Financial uses are: Microsoft 365, GoDaddy DNS, GoDaddy SSL Certificates, GoDaddy Web Hosting
How do I contact Four Oaks Financial?
Four Oaks Financial contact info: Phone number: (817) 268-9474 Website: www.fouroaksfinancial.com
What does Four Oaks Financial do?

Four Oaks Financial, LLC is dedicated to helping clients achieve personal financial independence through comprehensive financial planning and investment strategies. They offer a range of services including asset management, retirement strategy, investment strategy, insurance strategy, and special needs planning, tailored to individual client needs.... The firm focuses on educating clients about investing and wealth management while considering their risk tolerance and long-term goals. Their mission is to provide meaningful information and timely research, ensuring clients can live the life they envision.Read More

What are Four Oaks Financial social media links?
Four Oaks Financial Linkedin page Four Oaks Financial Twitter page Four Oaks Financial Facebook page
Is Four Oaks Financial a public company?
Four Oaks Financial is private company therefore does not currently have an official ticker symbol
See more information about Four Oaks Financial

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