Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Sarah? Claim Your ProfileSarah Kelly Oliver is an Investment Advisor Representative at Cain, Watters & Associates, LLC. Sarah holds a Series 65 license and has been registered with the state of Texas since 2018. Sarah has previous work experience with KPMG. Cain, Watters & Associates, LLC is an SEC registered investment advisor firm based in Frisco, Texas. They offer financial planning, educational seminars, and portfolio management for individuals and businesses. They manage approximately 3.5 billion dollars in assets.
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.
Seminars designed to boost your financial literacy and investment knowledge.
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
10/01/2018 - Present
Cain, Watters & Associates, LLC (FRISCO TX)
IA
Issued 06/22/2018
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
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