Oliver
Scholle
Commonwealth Financial Network
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About this Advisor
Oliver Scholle is a financial advisor based in Needham Heights, Massachusetts, working with Commonwealth Financial Network. Oliver has previously held positions at Securities America, Inc, Securities America Advisors, Inc, Everbank, Mount Auburn Cemetery, Harvest Wealth Management, and Commonwealth Financial Network. Oliver has passed the Series 63 and Series 66 regulatory exams and is registered to provide services in Massachusetts. Currently, Oliver is part of Commonwealth Financial Network, which operates out of Needham Heights, Massachusetts. The firm has 1,613 offices and 4,500 employees. The firm manages assets totaling $177.0 billion and 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, selection of other advisers, publication of newsletters, and educational seminars. The fee structure at Commonwealth Financial Network includes asset-based, hourly, fixed, and commission-based fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Commonwealth Financial Network Brokerage Details
$177,031,841,416
4,500
623,075
$284,126
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
- Publication of periodicals or newsletters
- Educational seminars/workshops
Oliver Scholle Work History
Commonwealth Financial Network
Harvest Wealth Management
Commonwealth Financial Network
Everbank
Mount Auburn Cemetery
Securities America, Inc
Securities America Advisors, Inc
Disclosures
Please visit the SEC profile of Oliver Scholle to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
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