Ryan Oates, CFP®,MBA, CPFA

Experience

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  First Financial Advisors

  Apr 2010 - Dec 2015

  Investment Consultant

  Investment Consultant with Infinex Investments located at First Bank/First Financial Advisors.Offering investment services including retirement planning, company retirement plans, investment management, financial planning and other financial management needs.

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  Water Street Financial

  Dec 2015 - now

  Helping People Going Through Life Transitions Simplify Their Financial Liveswww.waterstreetfinancial.comSecurities offered through LPL Financial. Member FINRA/SIPC. For hyperlinks to FINRA and SIPC, please refer to ‘See Contact Info’ section above. Investment advice offered through Water Street Financial, a registered investment advisor and separate entity from LPL Financial.Third party posts found on this profile do not reflect the views of LPL Financial and have not been reviewed by LPL Financial as to accuracy or completeness.The financial professionals associated with LPL Financial may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state. Show less

  • Managing Partner

    Jan 2016 - now

  • Managing Partner

    Dec 2015 - now

  • Managing Partner

    Dec 2015 - now