Live Oak Investors Employee Directory

Investment ManagementUnited States2-10 Employees

Revolution Wealth Management was formed in September 2011 to provide acces to comprehensive financial planning and independent wealth management advice to help clients navigate the path toward financial confidence.  Our mission is to team with our clients to develop, organize, manage, and monitor a strategy to improve their financial affairs.  It is our passion to build long-lasting, meaningful relationships based on trust, integrity, and personalized service.



Securities and advisory services offered through LPL Financial, a registered investment advisor.  Member SIPC www.sipc.org.  

Third party posts found on this profile do not reflect the view of LPL Financial and have not been reviewed by LPL Financial as to accuracy or completeness.

For a list of states in which I am registered to do business, please visit www.revwm.com.

Find Live Oak Investors employees' phone numbers or email addresses

Live Oak Investors Global Highlights

Location
Employees

North America
15

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  • United States Of America
    15

Europe
2

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  • United Kingdom Of Great Britain And Northern Ireland
    2

Live Oak Investors's Leadership

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    C. S.
    Vice President - Financial Advisor
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    J. G.
    Vice President And Wealth Advisor
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    M. P.
    Vice President / Wealth Advisor
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    H. L.
    Wealth Manager - Vice President
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    H. L.
    Wealth Manager - Vice President
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    M. P.
    Business Development Manager
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    J. Z.
    Wealth Manager - Lpl Financial Advisor- Crpc
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    H. H.
    Senior Wealth Advisor
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Contact profiles from Live Oak Investors

Name
Title
Contact Info
Location
Last Update
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    M. R. W.
    Finance Advisor
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    United StatesTexas
    Nov 19, 2025
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    J. W. B. D. P.
    Financial Adviser
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    United KingdomSuffolk
    Feb 29, 2024
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    T. L. D.
    Senior Wealth Advisor / Lpl Registered Principal
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    United StatesTexas
    Oct 23, 2025

Frequently Asked Questions

What is Live Oak Investors known for?

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Live Oak Investors was founded in 2011 operates in the Investment Management industry. The company's main headquarters is located in 114 Oak Park Drive, Boerne, Texas 78006, US; you can contact the main corporate office by phone at . Explore Live Oak Investors's company overview page for more information.

What is Live Oak Investors's most common email format?

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Live Oak Investors employees' email format typically follows the pattern of . Trying to find reliable and up-to-date employee contact data? Find more Live Oak Investors email formats with LeadIQ.

How many employees does Live Oak Investors have currently?

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Live Oak Investors has approximately 8 employees as of December 2025. These team members are located across 2 continents, including North AmericaEurope.

Who are Live Oak Investors's key employees and leadership?

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As of December 2025, Live Oak Investors's key employees include:

  • Vice President - Financial Advisor: C. S.
  • Vice President And Wealth Advisor: J. G.
  • Vice President / Wealth Advisor: M. P.
  • Wealth Manager - Vice President: H. L.
  • Wealth Manager - Vice President: H. L.

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