Oak & Stone Capital Advisors Employee Directory

Q: What is Oak & Stone Capital Advisors known for?

Oak & Stone Capital Advisors was founded in 2018. Oak & Stone Capital Advisors operates in the Financial Services industry.

Q: How many employees does Oak & Stone Capital Advisors have currently?

Oak & Stone Capital Advisors has approximately 10 employees.

Financial ServicesPennsylvania, United States2-10 Employees

We are a full service membership community that offers top of the line marketing, sales, and administrative services to financial advisors.

For financial professional use only – not intended for use by the general public.

Find Oak & Stone Capital Advisors employees' phone numbers or email addresses

Oak & Stone Capital Advisors Global Highlights

North America
12

United States Of America
12

Oak & Stone Capital Advisors's Leadership

B. D.
Portfolio Manager And Managing Member
Mobile Phone
Email
L. E.
Assistant Project/Property Manager
Mobile Phone
Email
T. M. L.
Client Services Manager
Mobile Phone
Email
J. A. C.
Lpl Financial Advisor
Mobile Phone
Email
R. K.
Lpl Registered Representative
Mobile Phone
Email
B. C.
Lpl Financial Advisor
Mobile Phone
Email
K. K.
Financial Advisor
Mobile Phone
Email

Contact profiles from Oak & Stone Capital Advisors

Name

Title

Contact Info

Location

Last Update

B. D.
Portfolio Manager And Managing Member
Mobile Phone
Email
United States
Sep 12, 2025
L. E.
Assistant Project/Property Manager
Mobile Phone
Email
United StatesTexas
Aug 08, 2025
T. M. L.
Client Services Manager
Mobile Phone
Email
United StatesRhode Island
Sep 26, 2025
J. A. C.
Lpl Financial Advisor
Mobile Phone
Email
United StatesPennsylvania
Oct 25, 2025
R. K.
Lpl Registered Representative
Mobile Phone
Email
Oct 22, 2025
B. C.
Lpl Financial Advisor
Mobile Phone
Email
United States
Oct 29, 2025
K. K.
Financial Advisor
Mobile Phone
Email
United StatesPennsylvania
Mar 05, 2024

Frequently Asked Questions

What is Oak & Stone Capital Advisors known for?

Oak & Stone Capital Advisors was founded in 2018 operates in the Financial Services industry. Explore Oak & Stone Capital Advisors's company overview page for more information.

What is Oak & Stone Capital Advisors's most common email format?

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

How many employees does Oak & Stone Capital Advisors have currently?

Oak & Stone Capital Advisors has approximately 10 employees as of December 2025. These team members are located across 1 continents, including North America.

Who are Oak & Stone Capital Advisors's key employees and leadership?

As of December 2025, Oak & Stone Capital Advisors's key employees include:

Portfolio Manager And Managing Member: B. D.
Assistant Project/Property Manager: L. E.
Client Services Manager: T. M. L.
Lpl Financial Advisor: J. A. C.
Lpl Registered Representative: R. K.

Looking for contact data? Unlock accurate emails and phone numbers for your ideal prospects with LeadIQ.

Everything for prospecting,
in one platform.

What you can expect from LeadIQ:

B2B data verified in real-time
Sync data to your CRM, & add it to an outreach sequence in one click
Integrations with your tech stack for optimal efficiency
A patented AI cold email generator
Account & contact-level job change tracking

Ready to create more pipeline?

Get a demo and discover why thousands of SDR and Sales teams trust
LeadIQ to help them build pipeline confidently.