James Sexton

from Oakmont Wealth Advisory, LLC
SEC regulated
Regulated Investment Advisor
James Sexton is a financial advisor based in Virginia, Reston, with 11 years of experience. James currently works for Oakmont Wealth Advisory, LLC. James maintains a S63 license (Uniform Securities Agent State Law Examination), qualifying them as both a securities agent and an investment advisor representative.
This advisor is a SEC regulated
Fiduciary duty to act in the best interests of your finances
Regulated by The Securities and Exchange Commission (SEC)
Transparent about fees and never take commission when recommending a financial product
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James Sexton works at Oakmont Wealth Advisory, LLC
Oakmont Wealth Advisory, LLC is a financial advisory firm based in Reston, Virginia. It currently has approximately $218,249,208 of assets under management and employs about 6 people. Oakmont Wealth Advisory, LLC uses a fee structure of a percentage of assets under your management, hourly charges and fixed fees.
Certifications and registrations
Uniform Securities Agent State Law Examination (S63)
Years registered
1 years
Fee structure
A percentage of assets under your management, hourly charges and fixed fees
Office location
12030 Sunrise Valley Drive, Suite 325, Reston, Virginia, 20191

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