Terms & Conditions

Terms of Use

PLEASE READ THIS LEGAL STATEMENT CAREFULLY BEFORE USING THIS SITE AS IT GOVERNS YOUR USE OF THIS SITE AND ITS CONTENTS. By accessing, browsing and/or using this site, you are acknowledging your consent to these terms and conditions and agree to be bound by these "Terms and Conditions". This site is offered to you conditioned on your acceptance without modification of the terms, conditions, and notices contained herein. Nothing in these Terms and Conditions is intended to modify or amend any other written agreement, if any, that may currently be in effect between you and Old Oak Advisors, LLC.

Old Oak Advisors, LLC is a Registered Investment Adviser in Alabama, Louisiana, and Texas, and is allowed to operate as such in all states as allowed by law in each jurisdiction. Information presented is for educational purposes only and does not intend to make an offer or solicitation for the sale or purchase of any specific securities product, service, or investment strategy. Investments involve risk and unless otherwise stated, are not guaranteed. Be sure to first consult with a qualified financial adviser, tax professional, or attorney before implementing any strategy or recommendation discussed herein.

Content on this website is for informational purposes only and we reserve the right to make changes, at any time without notice, to this site and its contents, including but not limited to these Terms & Conditions. Each time you visit this site, you should check its content for any updates and revisions. You agree to be bound by any such revisions and updates that may be made to this site and its contents.


All content included on this site, such as text, graphics, logos, icons, images, information, software, pages, screens, and content arrangement are the property of Old Oak Advisors, LLC or their suppliers and protected by US and international copyright laws and all rights are reserved worldwide. Similarly, the compilation of all content on this site is the exclusive property of Old Oak Advisors, LLC and protected by such laws, and all rights are reserved worldwide. Any commercial or public use of this website or any portion hereof is strictly prohibited.

No materials from this website may be copied, distributed, transmitted, posted, uploaded, republished, or reproduced in any way. Permission is granted to display and navigate this website solely for personal, non-commercial use. You may not use any content from this website without the direct written permission of Old Oak Advisors, LLC.

Use of Links

We may provide links to other websites solely to direct you to information on topics that may be useful to you. Old Oak Advisors, LLC has not reviewed all of the websites linked to this site. We have no control over the content on such websites and are not responsible for any off-site pages or any other websites linked to this website. The inclusion of any link to such a website does not imply endorsement of the website or its contents. Your linking to any other off-site pages or other websites is at your own risk.

Use of Communications

Postings to this site and electronic mail are not confidential, and we shall not be liable for any use or disclosure thereof. Any communications or other materials you send to this site by electronic mail are, and shall remain, the sole and exclusive property of Old Oak Advisors, LLC and may be used by Old Oak Advisors, LLC for any purpose whatsoever, commercial, or otherwise, without compensation. This includes, but it is not limited to, unsolicited ideas, suggestions or materials.

Site Access

We may provide qualifying clients access to certain data. A password will be provided for such access. We will not be responsible for controlling access to the website. The website user accepts full responsibility for use and dissemination of such password and any use or misuse of such password or data, including but not limited to activities that occur under your account and password. You agree to promptly contact us should you become aware of any suspicious or unauthorized conduct concerning your account. Website users are strictly prohibited from using this website and its content for fraudulent or illegal purposes or for posting or transmitting to or from this website any unlawful, threatening, defamatory, inflammatory or profane communications and/or materials or any communications that could give rise to civil or criminal liability under law. You agree not to take any action that tampers with this website and the content on this website.


We reserve the right to terminate this website and/or your access to this website and its content herein for any reason at any time without notice to you. In the event of any such termination, we shall not have any liability to you whatsoever.


This site and the content on this site are provided on an "AS IS, AS AVAILABLE" basis. We do not make any representations, warranties or conditions of any kind, express or implied, as to the operation of this site and/or the content included on this site. To the fullest extent permissible by applicable law, we disclaim all warranties or conditions or merchant ability, fitness for ordinary and/or particular purposes, title, non-infringement, performance, function or documentation of the content. The site and the content are provided with all faults, and the entire risk as to satisfactory quality, performance, accuracy and effort is with you. In addition, we do not represent or warrant that access to this site and the content accessible via this site are uninterrupted, accurate, complete, current or error-free. We do not represent or warrant that this site, the content on this site and/or its files will be compatible with your browser or other website accessing program.

Limitation of Liability & Indemnification

We will not be liable to you or anyone else for any consequential, incidental, special or indirect damages (including but not limited to lost profits, trading losses or damages that result from use or loss of use of this site and third party content, inconvenience or delay). This is true even if we have been advised of the possibility of such damages or losses. If you live in a state that does not allow the limitation or exclusion of liability or incidental or consequential damages, some or all of these limitations and exclusions may not apply to you.

As a condition of your use of this site, you agree to indemnify and hold us harmless from and against any and all claims, losses, liability, costs and expenses (including but not limited to attorneys' fees) arising from your use of this site, or from your violation of these Terms & Conditions.

Privacy Policy

Notice Regarding Privacy or Personal Information

Old Oak Advisors, LLC collects nonpublic personal information about our clients from the following sources:

  • Information on applications or other forms, such as name, address, age, bank account information, and social security number as needed to prepare account paperwork; and

  • Information voluntarily provided by our clients, and prospects, communicating their goals and wishes, either financially or otherwise.

We do not disclose nonpublic personal information about our former, present, or prospective clients to third parties except where required to open accounts for such clients and as required by law.

Online Privacy

When you interact with us through our website, we manage nonpublic personal information in accordance with the privacy notice above, but please be advised that communications through our website, including email, may not be confidential and transmittal of such information is at your own risk.

Also, be advised that this website is "Powered by Google Sites" and you should be aware that the use of cookies and similar technologies, including Google Analytics, may be used to support the operation of our website. You can refuse or delete cookies in your browser's management settings.