Twin Oak Advisors
Company Description (LinkedIn): At Twin Oak, we have curated a team of experts around each major financial issue you face as a physician. Our team collectively has over 50+ years of experience specializing in the specific financial needs of Physicians. By focusing on remote advising, we have the ability to advise physicians across the country in a manner and speed convenient to them.
Whether you’re a PGY 1 concerned about being in the right student loan repayment plan, a last-year resident or fellow who waited to get disability insurance, or a seasoned attending looking for holistic financial planning and investment advice, we are here to help.
Certain individuals associated with North Star Consultants of Texas are registered with and offer securities and investment advisory services through Securian Financial Services, Inc. (“Securian”), a registered broker-dealer and investment adviser, member FINRA/SIPC. Individuals registered with Securian are authorized to offer only those securities and investment advisory services that have been specifically approved by Securian. Additional information about individuals registered with FINRA can be found on FINRA’s BrokerCheck. For information about which individuals associated with North Star Consultants of Texas are registered with Securian, as well as information about which securities and investment advisory services such individuals are authorized to offer on Securian’s behalf, please contact Securian at 1-800-820-4205. North Star Consultants of Texas is independently owned and operated. Twin Oak Advisors is affiliated with North Star Consultants of Texas and is independently owned and operated. 300 Beardsley Lane, A 104, Austin, Texas 78733
- ⏳ Active Since:
- 📍 Location: Austin, Texas
- 🔢 Employee Count: 13
- 👥 Followers: 357