Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you William? Claim Your ProfileWilliam Oliver is a registered investment advisor representative at TLG Advisors, Inc., and has been in the industry since January 1987. William has also previously worked at Nationwide Securities, LLC and 1717 Capital Management Company. William has a wide range of experience in the financial services industry, and is committed to providing clients with personalized investment advice. William is a highly experienced professional with a proven track record of success in the financial services industry. William is dedicated to helping clients achieve their financial goals. William holds Series 6, 7, 24, 63 and 66 licenses. William's background is in the financial services industry and William's experience in the financial services industry includes placement of institutional funds, portfolio management for individuals, portfolio management for businesses, and portfolio management for pooled investment vehicles. William provides services to high-net-worth individuals, individuals other than high-net-worth, pension and profit-sharing plans, and corporations or other businesses. William is registered in Alabama, Florida, Georgia, Missouri, North Carolina, Ohio, South Carolina and Virginia. William is also registered with FINRA.
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.
Placement of institutional funds
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.
1
2
CO
10/16/2019 - Present
TLG Advisors, Inc. (LITTLETON CO)
GA
08/01/2008 - 10/08/2019
NATIONWIDE SECURITIES, LLC (LILBURN GA)
GA
01/25/2007 - 08/01/2008
1717 CAPITAL MANAGEMENT COMPANY (LILBURN GA)
GA
01/28/1987 - 03/13/2007
NATIONWIDE SECURITIES, INC. (LILBURN GA)
BOTH
Issued 12/07/2004
Series 66 - Uniform Combined State Law Examination
BC
Issued 01/27/1987
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 11/06/2003
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/22/2003
Series 7 - General Securities Representative Examination
BC
Issued 01/27/1987
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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