John Whittington

from Live Oak Wealth Advisory Group, LLC
SEC regulated
Regulated Investment Advisor
John Whittington is a financial advisor based in Texas, Houston, with 42 years of experience. John currently works for Live Oak Wealth Advisory Group, LLC. John 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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John Whittington works at Live Oak Wealth Advisory Group, LLC
Live Oak Wealth Advisory Group, LLC is a financial advisory firm based in Houston, Texas. It currently has approximately $134,646,129 of assets under management and employs about 3 people. Live Oak Wealth Advisory Group, LLC uses a fee structure of a percentage of assets under your management, hourly charges, fixed fees and performance-based fees.
Certifications and registrations
Uniform Securities Agent State Law Examination (S63)
Years registered
27 years
Fee structure
A percentage of assets under your management, hourly charges, fixed fees and performance-based fees
Office location
3730 Kirby Drive, Suite 1200, Houston, Texas, 77030

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