BBB Accredited Business Profile

Oakmont Advisory Group

Oakmont Advisory Group

(505) 821-6966

Oakmont Advisory Group

47 years in business
5600 Eubank Blvd NE Ste 130
Albuquerque, NM 87111-1520
BBB File Opened: 06/07/2010
Business Started: 01/01/1970
Business Started Locally: 01/01/1970
Business Incorporated: 08/29/2011 in NM
Type of Entity
Business Management
  • Mr. David Hicks, Complaints
  • Ms. Meridyth Poe, Executive Assistant
Contact Information
  • Principal: Mr. David Hicks, Complaints
Business Category
  • Financial Planning Consultants



Our team of financial advisors offers investment advice, custom portfolio solutions and a financial plan to help our clients get to and through retirement with confidence.

BBB Reason for Ratings

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BBB reports on known significant government actions involving the business's marketplace conduct.

BBB reports on a company that is out of business for three years from the date the company closes its doors or ceases to do business.

BBB reports on unauthorized use of the Better Business Bureau's name and/or logo for as long as the business continues to use it in any advertising, or for one year after the business ceases any repeated unauthorized uses.

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BBB reports when mail sent to the business was returned by the Postal Service.

Oakmont Advisory Group

Oakmont Advisory Group


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