Blodgett Wealth Advisors
41yrs
Top advisor by experience in Brentwood
5yrs
Lance Daniel Quesada
Financial advisor at Oak Tree Securities
Lance Daniel Quesada is a fiduciary financial advisor in Brentwood, California, with 5 years in the industry. Lance joined Oak Tree Securities in 2026, a firm offering financial planning, investment management, and retirement plan consulting. Oak Tree Securities reports being paid through a percentage of assets and hourly fees.
One of 34 advisors with offices in Brentwood, and one of 31 fiduciaries.
At a glance
Experience5 years (since 2021)
How that compares ?5 years in the industry
OfficeBrentwood, CA
How the firm is paid ?Percent of assets, Hourly
Typical client at the firm ?$737,840
Advisors at the firm4
States licensed ?1 state
Services through Oak Tree Securities
Financial planningInvestment management for individuals and small businessesRetirement plan consulting
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Career
- Mar 2026 – nowOak Tree Securities, Inc.Current firm
Questions to ask Lance
Tailored to Lance’s registration and firm.
- What does a financial plan with you include, and how often is it updated?
- Where would my money be held, and will I get statements directly from that firm?
- What would I pay in total each year, in dollars, including fund and trading costs?
My notes and scorecard
Sign in to keep private notes, score your first meeting, and track this advisor alongside others.
About Lance
How do I contact Lance?
Call Oak Tree Securities at 925-245-0570 and ask for Lance Daniel Quesada. Lance works from the Brentwood, CA office.
How long has Lance been a financial advisor?
Lance has been in the industry since 2021, about 5 years. 5 years in the industry.
What licenses does Lance hold?
Series 63, Series 65, Series 66. Tap any license on this page to see what it allows.
Is Lance a fiduciary?
Lance is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Lance paid?
Oak Tree Securities reports being paid by a percentage of the assets they manage, hourly fees. Ask Lance for your total yearly cost in dollars.
Official record as of October 2, 2026.
This profile is for information only and is not financial advice or a recommendation.
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