James Albert Sexton
Investment adviser representative at Piedmont Wealth Advisory
13 yearsExperience
2 statesRegistered in
CFP® certificationDesignation
$353.7MFirm assets
Are you James Albert Sexton? Claim your profile
Contact this firm
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.
- Financial planning
- Portfolio management
Experience
13 years in the industry.
- Piedmont Wealth AdvisoryNov 2024 to now
- Oak Barrel Wealth Advisory LLCNov 2024 to now
- Oakmont Wealth Advisory, LLCJan 2019 to Dec 2024
- Hayden RoyalMar 2017 to Jan 2019
- Niagara International Capital LimitedMar 2017 to Dec 2017
- Vanguard Marketing CorporationSep 2013 to Feb 2017
Designations
- CFP® certification
Exams passed
- Series 63 · Uniform Securities Agent State Law2013
State registrations
Registered as an investment adviser representative in 2 states (TX, VA).
Piedmont Wealth Advisory
Legal name: Oak Barrel Wealth Advisory LLC
$353.7MAssets managed
215Clients
3Advisers
1 yearIn 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
- 6238381
- Firm CRD
- 333693