Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Oliver? Claim Your ProfileOliver Bakker is an Investment Advisor Representative currently registered with Sowell Management. Oliver has been in the industry since 2013 and has a Series 65 license. Oliver currently holds a full-time position with Weaver and Tidwell, L.L.P., working under Weaver Capital Advisors, which offers investment advisory services through Sowell Management. Oliver has worked with a range of clients including high-net-worth individuals, charitable organizations, corporations, and pension and profit-sharing plans.
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.
Helps you choose top advisors aligned with your financial goals.
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.
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TX
07/11/2024 - Present
Sowell Management (Houston TX)
IA
Issued 05/31/2024
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
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