Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you James? Claim Your ProfileJames Crabb is a registered investment advisor representative with One Oak Capital Management, LLC. James Crabb has been in the financial industry since 1992. James Crabb is registered with the state of New York. James Crabb has passed the Series 63, Series 65, Series 52, Series 53, and Series 7 exams. James Crabb has held previous positions at Hilltop Securities Inc. and Associated Bond Brokers, Inc..
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
A percentage of the total value of assets under management is charged.
Fees calculated based on the performance of your investments relative to a benchmark.
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2
NY
08/10/2021 - Present
ONE OAK Capital Management, LLC (PURCHASE NY)
TX
06/07/2000 - 11/08/2017
HILLTOP SECURITIES INC. (DALLAS TX)
TX
01/19/1999 - 05/17/2000
ASSOCIATED BOND BROKERS, INC. (DALLAS TX)
TX
07/06/1998 - 12/08/1998
INTERNATIONAL EXCHANGE BROKERS, LLC. (DALLAS TX)
TX
03/12/1998 - 05/26/1998
ASSOCIATED BOND BROKERS, INC. (DALLAS TX)
TX
06/18/1993 - 12/23/1997
ASSOCIATED BOND BROKERS, INC. (DALLAS TX)
NA
09/08/1992 - 05/25/1993
ACS MUNICIPAL BROKERS, INC.
IA
Issued 05/31/2019
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 11/30/1992
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 04/29/1998
Series 53 - Municipal Securities Principal Examination
BC
Issued 11/08/2017
SIE - Securities Industry Essentials Examination
BC
Issued 03/11/1998
Series 7 - General Securities Representative Examination
BC
Issued 02/24/1992
Series 52 - Municipal Securities Representative Examination
Active
Inactive
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