April 2025 - Live Oak Investors

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LPL Financial recognizes Top Private Wealth Manager at Masters 2025.

We’re proud to share that Jason Zamora, CRPC® and President of Live Oak Investors- Private…

webadminApril 24, 2025

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Jason A. Zamora, CRPC® – President and Founder recognized by Forbes as Best in State Wealth Advisor for back to back years in 2025

Boerne, Texas— April 11, 2025 – Jason Zamora, CRPC®, an independent LPL Financial advisor in…

webadminApril 11, 2025

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Live Oak enhances client experience with the addition of Stephanie Styers as Client Services Manager

We are so excited to share some great news from our Private Wealth Management…

webadminApril 11, 2025

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When should you retire, take Social Security? Older Americans’ regrets.

Over 1,700 older Americans and counting shared their financial and other regrets with BI.…

webadminApril 10, 2025

Securities and advisory services are offered through LPL Financial (LPL), a registered investment advisor and broker-dealer (member FINRA/SIPC). Live Oak Investors and LPL Financial are separate entities. Chartered Retirement Planning Counselor™ and CRPC® are trademarks or registered service marks of the College for Financial Planning in the United States and/or other countries. Check the background of your financial professional on FINRA's BrokerCheck.
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