Christopher Moffett

Portfolio Manager at Oakwood Capital Management LLC - Los Angeles, CA, US

Christopher Moffett's Colleagues at Oakwood Capital Management LLC
Margaret Towle

Senior Vice President-Financial Advisor

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Lesli Dumler

Client Service Manager

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Britta Ferguson

Vice President, Financial Advisor

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Gretchen McLaughlin

Regional Vice President - Financial Advisor, Partner Programs

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Christopher Moffett's Contact Details
HQ
310-772-2600
Location
Boston,Massachusetts,United States
Company
Oakwood Capital Management LLC
Christopher Moffett's Company Details
Oakwood Capital Management LLC logo, Oakwood Capital Management LLC contact details

Oakwood Capital Management LLC

Los Angeles, CA, US • 5 - 9 Employees
Financial Services

In 1997, four advisors sharing an office space discovered they also shared an essential belief: The financial services industry needed a new and better way to provide advice to clients—one that would help relieve stress from their clients' financial lives.They built a firm that would deliver truly comprehensive financial guidance, all under one roof, so that clients wouldn't have to deal with the hassle of managing multiple financial relationships, making complex decisions, or coordinating disparate accounts.That idea has evolved into what we call the Roundtable™, our team of specialists and advisors in six core areas of wealth management. We believe that this team, paired with our 3-step UniFi™ process, helps ensure your financial life is organized, comprehensive and straightforward, enabling you to make more confident decisions and be less stressed when it comes to managing your wealth.Securities offered through LPL Financial, Member SIPC (www.SIPC.org). Advisory services offered through Wealth Enhancement Advisory Services, a registered investment advisor. Wealth Enhancement Group and Wealth Enhancement Advisory Services are separate entities from LPL Financial.

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Details about Oakwood Capital Management LLC
Frequently Asked Questions about Christopher Moffett
Christopher Moffett currently works for Wealth Enhancement Group.
Christopher Moffett's role at Wealth Enhancement Group is Portfolio Manager.
Christopher Moffett's email address is ***@wealthenhancement.com. To view Christopher Moffett's full email address, please signup to ConnectPlex.
Christopher Moffett works in the Financial Services industry.
Christopher Moffett's colleagues at Oakwood Capital Management LLC are Matt Papazian, Margaret Towle, Lesli Dumler, Britta Ferguson, Christine Lapidow, Gretchen McLaughlin, Heather Donhauser and others.
Christopher Moffett's phone number is 310-772-2600
See more information about Christopher Moffett