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Dell Vivien Spiva

O'Hagan Group, Inc.

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About Dell Vivien Spiva

Dell Spiva is an Investment Advisor Representative at O'Hagan Group, Inc. Dell is registered with the state of Florida and has been in the industry since 2019. Dell is also a licensed pilot and has worked for United Airlines. Dell specializes in providing financial planning and portfolio management services for individuals and businesses. O'Hagan Group, Inc. is a firm that manages assets for individuals, high-net-worth individuals, and corporations.

Firm Information

Dell Spiva is currently registered with O'Hagan Group, Inc.. O'Hagan Group, Inc. is an investment advisor registered with the SEC and located in Bethlehem, PA. They provide financial planning, portfolio management for businesses and individuals, and have approximately $807.67 million in regulatory assets under management. The firm has 8 investment adviser representatives and primarily serves high-net-worth individuals and individuals other than high-net-worth.
O'Hagan Group, Inc.

1429 WEST BROAD STREET

BETHLEHEM, PA 18018

$807.67M

Assets Under Management

Not reported

Total Clients

7

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Dell Spiva’s Registration & Firm History

FL

01/14/2022 - Present

O'Hagan Group, Inc. (TAMPA FL)

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Licenses & Designations

IA

Issued 03/06/2019

Series 65 - Uniform Investment Adviser Law Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Dell Vivien Spiva.
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