Robert Oakes
Investment adviser representative at Prosperity - An Eisneramper Company
17 yearsExperience
1 stateRegistered in
CFP® certification, PFSDesignations
$5BFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
- Seminars and workshops
Experience
17 years in the industry.
- Prosperity - An Eisneramper CompanyAug 2024 to now
- Dai Securities LLCAug 2024 to now
- Eag Triangle, LLCFeb 2024 to now
- Ddo Wealth Management, LLCNov 2018 to now
- Hughes. Pittman & Gupton, LLPOct 2023 to Feb 2024
- Avantax Advisory ServicesOct 2019 to Aug 2024
- Avantax Investment Services, Inc.Oct 2019 to Aug 2024
- Avantax Insurance Services, Inc.Oct 2018 to Aug 2024
- 1st Global Advisors, Inc.Oct 2018 to Oct 2019
- 1st Global Capital Corp.Oct 2018 to Oct 2019
- Hd Vest Investment ServicesAug 2016 to Oct 2018
- Dunn, Dunn & Oakes, Cpas PllcAug 2009 to Feb 2024
Designations
- CFP® certification
- PFS
Exams passed
- Series 63 · Uniform Securities Agent State Law2016
- Series 65 · Uniform Investment Adviser Law2018
State registrations
Registered as an investment adviser representative in 1 state (NC).
Prosperity - An Eisneramper Company
Legal name: The Prosperity Consulting Group, LLC
$5BAssets managed
2,412Clients
65Advisers
11 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
- 6698457
- Firm CRD
- 133777