Old Oak Advisors

Finance · Alabama, United States · 1-10 Employees

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Overview

Headquarters

1025 Montgomery Hwy Ste 113, Vestavia Hi...

Phone Number

(205) 538-2440

Revenue

<$5 Million

Industry

Finance Securities Trading
ZI Rank: 1
Signal Type
Mar
Apr
May
Jun
Jul
Aug
ZI Rank
1
1
1
1
1
1

About Old Oak Advisors

Jeffrey M. Florio is the founder of Old Oak Advisors, LLC. He offers over 25 years experience in the financial industry. Prior to founding Old Oak Advisors in 2011, Jeff worked in the research departments of two independent financial firms and began his career in 1996 with AmSouth Bancorporation. He is a graduate of The University of Alabama where he earned his BS in Finance, with an emphasis in Investment Management, and Minored in Computer Science. Jeff is very involved in community, civic, and religious organizations. His involvement includes: Vestavia Hills Civitan Club - Board of Directors 2015-Present, Treasurer 2015-2017, President 2018-2019 Vestavia Hills Chamber of Commerce - Board of Directors 2018-2019, Business Development Committee Vice-Chair 2019 St. Peter the Apostle Catholic Church - Parish Council President 2015-2018; Council Member 2013-2018 A native of New Orleans, Jeff and his wife, Andrea, live in Vestavia Hills, Alabama and have two children. "The meaning of lifeRead more
Old Oak Advisors's Social MediaPopular SearchesOld Oak Advisors LLCOak Advisors LLCOld Oak AdvisorsSIC Code 62,628NAICS Code 52,523Show more

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Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

Old Oak Advisors

<$5M
1-10
Private
-
2011
N/A
$7.3M
1-10
Private
-
2003
SC
Susan CookCertified Financial Planner
<$5M
1-10
Private
-
2014
JQ
Jaime QuiñonesFounder & Wealth Management Advisor
<$5M
1-10
Private
-
-
N/A
<$5M
1-10
Private
-
1972
MF
Matthew FurlongPortfolio Manager, Managing Member & Principal
<$5M
1-10
Private
-
2011
CF
Cheri FranklinPresident & Co-Founder
Illustration of an envelope

Company Profile Activity

i

Among all Finance companies

Low Activity

High Activity

Activity Insights

Old Oak Advisors is experiencing very low activity levels compared to other companies in the Finance sector.

What does this means?

Old Oak Advisors is drawing exceptional interest within the Finance industry, suggesting notable developments or strong market momentum, learn more about Old Oak Advisors.

Old Oak Advisors Tech Stack

A closer look at the technologies used by Old Oak Advisors

Top Finance Companies

Frequently Asked Questions Regarding Old Oak Advisors

What is Old Oak Advisors's official website?
Old Oak Advisors's official website is www.oldoakadvisors.com
What is Old Oak Advisors's Revenue?
Old Oak Advisors's revenue is <$5 Million
What is Old Oak Advisors's SIC code?
Old Oak Advisors's SIC: 62,628
What is Old Oak Advisors's NAICS code?
Old Oak Advisors's NAICS: 52,523
How many employees does Old Oak Advisors have?
Old Oak Advisors has 1-10 employees
What industry does Old Oak Advisors belong to?
Old Oak Advisors is in the industry of: Finance, Securities Trading
What is Old Oak Advisors competition?
Old Oak Advisors top competitors include: Trasatti Wealth Planning, Focus Financial Network, Stockade Wealth Management, Clarity Capital Advisors
What technology does Old Oak Advisors use?
Some of the popular technologies that Old Oak Advisors uses are: Google Font API, Google Tag Manager, GoDaddy DNS, Google Workspace
How do I contact Old Oak Advisors?
Old Oak Advisors contact info: Phone number: (205) 538-2440 Website: www.oldoakadvisors.com
What does Old Oak Advisors do?

Jeffrey M. Florio is the founder of Old Oak Advisors, LLC. He offers over 25 years experience in the financial industry. Prior to founding Old Oak Advisors in 2011, Jeff worked in the research departments of two independent financial firms and began his career in 1996 with AmSouth Bancorporation. He is a graduate of The University of Alabama where... he earned his BS in Finance, with an emphasis in Investment Management, and Minored in Computer Science. Jeff is very involved in community, civic, and religious organizations. His involvement includes: Vestavia Hills Civitan Club - Board of Directors 2015-Present, Treasurer 2015-2017, President 2018-2019 Vestavia Hills Chamber of Commerce - Board of Directors 2018-2019, Business Development Committee Vice-Chair 2019 St. Peter the Apostle Catholic Church - Parish Council President 2015-2018; Council Member 2013-2018 A native of New Orleans, Jeff and his wife, Andrea, live in Vestavia Hills, Alabama and have two children. "The meaning of life has nothing to do with your own." --Jeffrey M. FlorioRead More

What are Old Oak Advisors social media links?
Old Oak Advisors Facebook page
Is Old Oak Advisors a public company?
Old Oak Advisors is private company therefore does not currently have an official ticker symbol
See more information about Old Oak Advisors

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