Taylor Owen Wall
Investment adviser representative at Pointoak Retirement Advisors
11 yearsExperience
1 stateRegistered in
$1.1BFirm assets
5 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Portfolio management
- Pension consulting
Experience
11 years in the industry.
- Pointoak Retirement AdvisorsFeb 2025 to now
- UnemployedFeb 2023 to Feb 2025
- Kestra Advisory Services, LLCDec 2018 to Feb 2023
- Kestra Investment Services LLCJul 2015 to Feb 2023
- Capstone Retirement GroupFeb 2015 to Feb 2023
Exams passed
- Series 66 · Uniform Combined State Law2009
- Series 63 · Uniform Securities Agent State Law2015
- Series 65 · Uniform Investment Adviser Law2018
State registrations
Registered as an investment adviser representative in 1 state (VA).
Pointoak Retirement Advisors
Legal name: Pointoak Retirement Advisors, LLC
$1.1BAssets managed
103Clients
3Advisers
5 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 5619706
- Firm CRD
- 314866