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Oakbridge Financial Group

Raleigh, United States (US) · Finance and Banking

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Verified by Enterprise League

Data quality

Complete · Accuracy

Last verified

Apr 2026

Oakbridge Financial Group is a Finance and Banking company based in Raleigh, United States (US), founded in 2018, with 2-10 employees. Oakbridge Financial Group's profile is verified on Enterprise League.

Overview

Oakbridge Financial Group, LLC. was founded in 2018 when four financial advisors came together with a shared vision: To earn the most loyal clients. To create a workplace where our staff has a voice. To build a culture committed to attracting the most talented financial advisors. To provide time, talent, and treasure back to the community. Duly registered representatives offer securities through Equitable Advisors, LLC (NY, NY), member SIPC, a broker-dealer(Equitable Financial Advisors in MI & TN)/Equitable Advisors, LLC, an SEC-registered investment advisor. Duly licensed agents offer annuities and insurance through Equitable Network, LLC; Equitable Network Insurance Agency of California, LLC in CA; Equitable Network Insurance Agency of Utah, LLC in UT; Equitable Network of Puerto Rico, Inc. in PR. EOE M/F/D/V. Oakbridge Financial Group is not a registered investment advisor and is not owned or operated by Equitable Advisors or Equitable Network.] Equitable Advisors, LLC (NY, NY 212-314-4600), member FINRA, SIPC. Important Information & Disclosures: http://bit.ly/2f98X9d AGE- 4943887.3 (8/25)(Exp.8/29)

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Contact Details

info@oakbridge-financial.com

Raleigh, United States (US), 3100 Smoketree Ct

Founded

2018

Employees

2-10

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