Adviser overseeing $280 million moves to Arkadios

Adviser overseeing $280 million moves to Arkadios
Ricky Moore’s Oak Financial Group in Angleton, Texas, had been with Sagepoint for seven years.
OCT 12, 2021

Oak Financial Group, which oversees $280 million in Angleton, Texas, has switched its broker-dealer and registered investment adviser affiliations from Sagepoint Financial to Arkadios Capital.

Oak is led by Ricky Moore, who had been affiliated with Sagepoint for seven years. His firm includes eight advisers.

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