Adam Landon Easley
Investment adviser representative at Live Oak Private Wealth, LLC
11 yearsExperience
1 stateRegistered in
$1.3BFirm assets
8 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 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
Experience
11 years in the industry.
- Live Oak Private Wealth, LLCAug 2023 to now
- Live Oak BankMay 2023 to Aug 2023
- University of North Carolina WilmingtonAug 2019 to May 2023
- Raleigh Charter High SchoolAug 2015 to Jun 2019
Exams passed
- Series 65 · Uniform Investment Adviser Law2026
State registrations
Registered as an investment adviser representative in 1 state (NC).
Live Oak Private Wealth, LLC
$1.3BAssets managed
494Clients
10Advisers
8 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
- 8239433
- Firm CRD
- 297904