Katherine
Oliver

Investors Asset Management Of Georgia Inc

CRD#7004445
Investment Advisor
in Atlanta, GA

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About this Advisor

Katherine Oliver is a financial advisor operating out of Atlanta, Georgia with a total of 5 years of industry experience. Oliver currently works for Investors Asset Management Of Georgia Inc. Their career trajectory has included roles at Investors Asset Management Of Georgia and Kipp Metro Atlanta. Oliver has a Series 65 license, qualifying them as an investment advisor representative, and is able to serve investors in Georgia. Investors Asset Management Of Georgia Inc is a financial advisory firm headquartered in Atlanta, GA. The investment advisory business has a total of nine employees. It manages $324 million in total assets across its 610 accounts, making it one of the mid-sized investment advisory firms in the country by assets under management. Of its 610 client accounts, 35% are associated with high-net-worth clients who have greater than $1 million in investable assets. The firm performs a number of services, including financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services and publication of newsletters. A financial advisor's fees are based on which services the firm provides the client. Fee types charged by Investors Asset Management Of Georgia Inc can consist of some combination of asset-based, hourly and fixed fees.

Certifications and Registrations

Series 65

Years Registered*

5 years

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for businesses or institutional clients, Pension consulting services, Publication of periodicals or newsletters

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees

Office Location

7000 Peachtree Dunwoody Road Bldg 9 Suite 200
Atlanta, GA 30328

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Investors Asset Management Of Georgia Inc Brokerage Details

Total Assets Under Management

$324,217,516

GA Average: $3,570,121,308
Total Number of Employees

9

GA Average: 58
Total Number of Accounts

610

GA Average: 1,608
Average Account Size

$531,504

GA Average: $2,220,225

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients
  • Pension consulting services
  • Publication of periodicals or newsletters

Katherine Oliver Work History

Katherine has been registered as a financial advisor for 5 years.*

2018 - Present (6 years)

Investors Asset Management Of Georgia

2006 - 2018 (12 years)

Kipp Metro Atlanta

*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.

Disclosures

Please visit the SEC profile of Katherine 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 Investors Asset Management Of Georgia Inc

Lance Reising
Atlanta, GA
Katherine Oliver
Atlanta, GA
Robert Lyons
Atlanta, GA
Timothy Rigby
Atlanta, GA
Gregory Waters
Braselton, GA
Olin Armentrout
Atlanta, GA
Samuel Carlyle
Atlanta, GA

The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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