Colin T Page
Investment adviser representative at Oakleigh Wealth Services
15 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$102.5MFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
HourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
15 years in the industry.
- Oakleigh Wealth ServicesJan 2023 to now
- Page Wealth Services, LLC dba Oakleigh Wealth ServicesJun 2022 to now
- New Generation Advisors, LLCAug 2011 to Dec 2024
Designations
- CFP® certification
Exams passed
No exams in this record.
State registrations
Registered as an investment adviser representative in 1 state (VA).
Oakleigh Wealth Services
Legal name: Page Wealth Services, LLC
$102.5MAssets managed
51Clients
1Advisers
Under 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
- 7665378
- Firm CRD
- 323914