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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Graydon? Claim Your ProfileGraydon Oliver is an investment advisor representative with Corient. Graydon has been in the industry since 2010. Graydon is licensed to provide investment advice in Texas. Graydon previously worked at Avalon Wealth Management LLC. Graydon has passed the Series 63, 65, 7TO, SIE and 22 exams. Graydon specializes in providing financial planning, pension consulting, educational seminars, market timing services, publication of periodicals, selection of other advisors, portfolio management for businesses, portfolio management for individuals, and portfolio management for pooled investment vehicles. Corient is a registered investment advisor with the SEC and is located in Miami, Florida. Corient has approximately 1341 clients and manages over $118 billion in assets. Corient offers investment advisory services to individuals, corporations, trusts, and other entities.
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.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
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.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
Fees calculated based on the performance of your investments relative to a benchmark.
% of assets under advisement
1
2
FL
05/02/2023 - Present
Corient (MIAMI FL)
TX
01/14/2013 - 05/05/2023
AVALON WEALTH MANAGEMENT LLC (HOUSTON TX)
BC
Issued 05/01/2012
Series 63 - Uniform Securities Agent State Law Examination
IA
Issued 07/19/2010
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 08/28/2020
Series 7TO - General Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/01/2012
Series 22 - Direct Participation Programs Representative Examination
Active
Inactive
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