CONNECT

Address:

120 W Park Drive, Suite 105
Grand Junction, CO 81505

Phone:

970-254-3370

Eric Oakley

Eric Oakley

Financial Advisor

Securities Registrations: Series 7,8,63 & 65

Eric has more than 30 years of experience in the financial services industry.  He has keen insights into helping his clients reach their investment goals. After carefully listening to your financial needs and objectives, he can help you construct an investment portfolio that reflects your unique investment goals and risk tolerance.  Comprehensive financial advice includes insurance; Eric is licensed for annuities, health and life.

In addition to serving his clients’ needs as a professional Financial Advisor, Eric’s experience includes serving as a Branch Manager for 5 years.  Eric has been recognized for over 22 consecutive years as a Premier Advisor by Wells Fargo Advisors, a designation held by a select group of Financial Advisors with Wells Fargo Advisors as measured by business production, completion of educational components and professionalism.

Eric and his wife, Kathy, have three sons: Rick, Briggs and Tommy.

 

SD Insurance Agent

CA Insurance Licence Number 0D06924

 

 

Phone 970-254-3365
Fax 970-242-3035
FINRA’s BrokerCheck Obtain more information about our firm and its financial professionals
FINRA’s BrokerCheck Obtain more information about our firm and its financial professionals