• Oakley & Irving Wealth Management, LLC

    • Financial Advisors
    • Stocks & Bonds Brokers
    121 S. Canal St.
    Carlsbad, NM 88220
    (575) 887-7075
    (575) 887-7076 (fax)
    Hours:
    8:00 A.M. - 5:00 P.M. Monday through Friday
    Saturday and Sunday by Appointment

    About Us

    Oakley & Irving Wealth Management, LLC. provides services for Financial Planning (including Succession, Retirement, Education, and Estate Planning), Brokerage and Advisory investment services, read more
    • About

      Oakley & Irving Wealth Management, LLC. provides services for Financial Planning (including Succession, Retirement, Education, and Estate Planning), Brokerage and Advisory investment services, Annuities, Life Insurance, and financial education. Securities and advisory services offered through LPL Financial, a Registered Investment Advisor, Member FINRA/SIPC

    • Whom to Contact

      • William Irving
        CERTIFIED FINANCIAL PLANNER ™
        Phone: (575) 887-7075
      • Dave Oakley
        CERTIFIED FINANCIAL PLANNER ™
        Phone: (575) 887-7075
    • Directions

      We are located at 121 S. Canal Street in Carlsbad between Mermod and Fox Streets.

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