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Financial ADVSR advisor directory · SEC adviser records

Oliver Wealth Management financial advisors in Towson, MD

Every SEC-registered investment adviser representative at a Oliver Wealth Management office in Towson, A to Z.

The short answer

4 registered advisors work at Oliver Wealth Management in Towson, out of 4 at the firm nationwide; it ranks number 18 in the city by advisors. 1 list the CFP designation and 0 are also registered broker representatives.

Oliver Wealth Management advisors in Towson, A to Z

Every Oliver Wealth Management advisor →

Oliver Wealth Management advisors in every city and state →Oliver Wealth Management: assets, clients and custodians →Advisor Moves: who changed firms this week →

Other firms in Towson

All Towson advisors →

Merrill Lynch, Pierce, Fenner & Smith Incorporated 37Robert W. Baird & Co. Incorporated 30Greenspring Advisors, LLC 29Hb Wealth 22Strategic Advisers LLC 21Janney Montgomery Scott LLC 20LPL Financial LLC 12Charles Schwab & Co., Inc. 11Founders Financial Securities LLC 11Commonwealth Financial Network 10Sfg Wealth Management 8Bolton Investment 7

Questions

How many financial advisors does Oliver Wealth Management have in Towson?

4 investment adviser representatives are registered at Oliver Wealth Management offices in Towson, Maryland, according to the SEC's Investment Adviser Public Disclosure records, out of 4 nationwide. 1 list the CFP designation and 0 are also registered as broker representatives.

Is Oliver Wealth Management one of the largest advisor employers in Towson?

Oliver Wealth Management ranks number 18 in Towson by registered advisors; Merrill Lynch, Pierce, Fenner & Smith Incorporated has the most, with 37.

How do I check a Oliver Wealth Management advisor in Towson?

Each advisor below links to a profile with their registrations, exams, designations and how long they've been registered, plus links to the SEC's adviser search and FINRA BrokerCheck, where any disclosures are listed in full.

Source: the SEC's Investment Adviser Public Disclosure daily file. Advisors are listed at the city of the Oliver Wealth Management office they're registered at; broker-only representatives (FINRA BrokerCheck) aren't included. Weighing a move? Compare payouts by firm or value a recruiting offer.