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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Oliver? Claim Your ProfileOliver Williamson is a financial advisor registered with Calton & Associates, Inc. located in Pikeville, Kentucky. Oliver has been working in the securities industry since 2003. He is a registered representative and investment adviser representative. Oliver holds Series 63, Series 65, Series 7, and Series 79TO licenses. Oliver provides financial planning and portfolio management services to individuals and businesses. Oliver is also a partner in Liva Properties, LLC, a real estate company.
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.
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.
Earned based on transactions or products sold.
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.
1
2
KY
08/17/2004 - Present
Calton & Associates, Inc. (PIKEVILLE KY)
IA
Issued 08/16/2004
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 06/02/2003
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/19/2006
Series 24 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 79TO - Investment Banking Registered Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/14/2003
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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