Barry
Oliver
Thomas Doll
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About this Advisor
Barry Oliver is a financial advisor based in Walnut Creek, California, working with Thomas Doll. Barry has previously held positions at Thomas Doll Cpa'S, P.C, Pensionone Advisors, Inc, Thomas Doll, Cpa Mortgage, Inc, and Td Payroll, Inc. Barry is registered to provide services in California and Texas. Currently, Barry is part of Thomas Doll, which operates out of Walnut Creek, California. The firm has 13 employees and manages assets totaling $1.4 billion. The firm serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, and selection of other advisers. The fee structure at Thomas Doll includes asset-based, hourly, and fixed fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Thomas Doll Brokerage Details
$1,415,615,957
13
2,614
$541,552
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Pension consulting services
- Selection of other advisers
Barry Oliver Work History
Td Payroll, Inc
Thomas Doll
Pensionone Advisors, Inc
Thomas Doll Cpa'S, P.C
Cpa Mortgage, Inc
Disclosures
Please visit the SEC profile of Barry Oliver to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Thomas Doll
Walnut Creek, CA
Walnut Creek, CA
Pleasanton, CA
Walnut Creek, CA
Walnut Creek, CA
Walnut Creek, CA
Walnut Creek, CA
Walnut Creek, CA
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