| Advisor Profile |
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Business Description |
| Oakhurst Wealth Management is focused on helping clients plan for a successful retirement.The firm is dedicated to delivering a customized plan based on clients goals. We are focused on being an advocate for clients and not just a product distributor. Educating our clients is the corenerstone of our philosophy. |
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General Information |
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| Name of Broker/Dealer: |
VSR Financial Services
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| States Licensed in: |
NJ, PA, IA
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| States Willing to do Business in: |
Delawre, New York, FLorida
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| Years of Experience in Financial Services: |
15
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| Number of Years with Current Firm: |
2
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| Work Experience: |
Prior to establishing Oakhurst Wealth Management LLC, Peter was responsible for the Recruitment and Training of Financial Services Associates at Prudential Financial. He developed their skills and provided education around financial concepts. Prior to joining Prudential he worked as a Financial Advisor with Wachovia Securities and predecessor First Union for nine years where he managed client portfolios again utilizing a holistic financial planning style. He coordinated discussion groups among advisors to share ideas and Best Practices. He also trained and developed Financial Specialists at the branch level. Prior to Wachovia Securities, he held positions with JP Morgan as a Trust Tax Administrator and Securities Specialist.
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| I work with the following types of clients: |
Individual Investors, Non-Profit Organizations, Businesses
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Education |
| Academic Background |
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Bachelors in Accounting - Rutgers University
Master Finance - Saint Joseph's University |
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Services |
| Investment Types: |
Insurance, Mutual Funds, Alternative Investments, Mortgages & Real Estate, Exchange Traded Funds (ETFs), Stocks, Bonds
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Qualifications & Memberships |
| Certifications, Accreditations & Designations: |
Masters in Financial Services (MSFS)
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| Securities Licenses: |
Series 65, Series 7, Series 26, Series 63
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| Insurance and Annuity Licenses: |
Disability, Health, Variable Life, Long Term Care, Variable Annuity, Life, Annuity
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| Non-Financial Organization Memberships: |
Chamber of Commerce Southern New Jersey
Rutgers Alumni Association
Saint Joseph's Alumni Association
Burlington County Chamber of Commerce
Foundation School of Camden
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Firm Information |
| Number of Advisors in Office: |
Up to 10 employees
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| I work with clients as part of a team: |
Yes
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Compliance |
| Registered Investment Advisor: |
Yes
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| Registered Representative: |
Yes
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| Investment Advisor Representative: |
Yes
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| Compliance Disclosures in Last 5 years: |
I have a clean record
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| Criminal Disclosures in Last 5 years: |
I have a clean record
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Compensation & Fees |
| I am a fee-based financial professional: |
Yes
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| Minimum Portfolio Size for New Managed Accounts: |
$250,000
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| Compensation Methods: |
Based on Assets, Subscriptions
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| Prepared By: |
Peter Sciortino |
Frequently Asked Questions |
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Do you have a customer satisfaction or refund policy? |
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I offer an intial consultation that provides you an opportunity to learn the process I utilize. |
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What are your qualifications? What is your education background? |
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BA Accounting Rutgers University , MS Financial Services St Joe's University |
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What is your approach to financial planning? |
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The objective is to allow you to live your life the best way possible, without undue compromise to your current or future lifestyle, and without taking unnecessary investment risk. Combining goals-based guidance and sophisticated statistical modeling the plan creates an effective, easy to understand process for achieving your most important goals. |
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What services do you offer? |
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Financial Planning, Portfolio Management, Retirement Plan Consulting for small to medium size companies. |
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How are you compensated? How will I pay for your services? |
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Fee based on Planning and Portfolio Management |
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| Q. |
If you are going to manage my account, will you obtain my permission every time you buy or sell something? |
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Do you offer any guaranteed results? |
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How much risk should I be willing to take? |
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This will be determined through the planning phase. |
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Have you ever been charged with any breaches? |
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What carrier(s) do you represent? |
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What services do you provide? What are your specialties? |
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Retirment planning, Portfolio Management, Alternative Investments |
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How do you charge for your services? |
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Do you provide a free initial consultation? |
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Yes, approximately 30 minutes. |
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Why should I choose you as my financial advisor? |
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Your decision should be made after the intial consultation. This will provide you an opportunity to gauge if I am the Advisor to meet your goals. The decision on the advisor should be based on a rapport established during a consultation period. |
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What kind of plans do you specialize in? |
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401k, SEP , SIMPLE, Defined Benfit Plans, Deferred Comp Plans |
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Do you have a minimum requirement for number of employees or total investment value? |
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What are your qualifications? |
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Extensive portfolio management experience, tax planning experience and estate planning experience. |
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| Q. |
What is your approach to 401 K plan rollovers? |
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The approach is a customized solution based on Clients needs and goals. |
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How long does the process of rolling over a 401K plan usually take? |
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The time frame depends on the source of the Plan. |
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What financial institutions do you represent? |
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I am an independant advisor. This allows me to utilize and open architecture platform. |
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How many years of experience do you have? |
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What are your fees for this service? |
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Custom to each client. The fees are based on the services the cllent requires. |
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| Q. |
Why should I roll over my 401K plan to your firm? |
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Any decisions on rollovers to advisors should be based on an intial consultation. This will allow you to interview the advisor and vice a versa. |
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Do you provide a free initial consultation? |
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