Oak Tree Securities brings together a network of independent investment professionals who meet the highest standards of professionalism.

Founded in 1986 as an alternative to corporate-style broker-dealers, Oak Tree Securities, Inc. provides the same breadth of services and investment products as the “big guys” within a friendly, supportive, and personal framework.

OTS backs our advisors and broker-representatives with up-to-the-minute research, technology, and the partner resources they need to provide top-notch financial guidance.

Whether you are an individual or couple looking for someone to help plan your future or a financial professional looking for greater independence and support, you’ll find room to grow at Oak Tree Securities.



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