Benjamin
Oliver

Spc

CRD#6381383
Investment Advisor
in Flint, MI

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About this Advisor

Benjamin Oliver is a financial advisor who works out of Flint, Michigan, who has been in the advisory business for 11 years. Oliver is an advisor for Spc. Their career trajectory has included roles at Portland Brew, Bellehaven Christ Academy, Ironwood Christ Academy, Stem Prep Academy, Chemco Products Inc, Olv Investment Group and Sigma Financial Corporation. Oliver has a Series 66 license, qualifying them as both a securities agent and an investment advisor representative, and can serve investors in Alabama, Arkansas, California, Colorado, Florida, Georgia, Indiana, Kentucky, Louisiana, Maryland, Michigan, New Mexico, North Carolina, Ohio, Texas, Virginia, Washington and West Virginia. Spc is a registered investment firm based in Flint, Michigan. The company has offices in 464 locations and a total of 705 people on staff. It controls $5 billion in assets under management across its 25,865 accounts, making it one of the biggest firms in the United States by assets under management. The firm serves 13 charitable organizations. Of its 25,865 client accounts, just 9% are associated with high-net-worth individuals who have more than $1 million in investable assets. Spc provides a wide array of services, such as financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, selection of other advisers, educational seminars and other services. Fees for financial advice usually are based on which services are provided. However, fees billed by Spc likely include some blend of asset-based, hourly, fixed and other fees.

Certifications and Registrations

Series 66

Years of Experience

11 years

Services Offered

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, Educational seminars/workshops, Other

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees, Others

Disclosures

No

Office Location

607 East Second Ave Suite 100
Flint, MI 48502

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Spc Brokerage Details

Total Assets Under Management

$4,557,672,608

MI Average: $943,424,332
Total Number of Employees

705

MI Average: 21
Total Number of Accounts

25,865

MI Average: 1,586
Average Account Size

$176,210

MI Average: $594,845

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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
  • Educational seminars/workshops
  • Other

Benjamin Oliver Work History

Benjamin has 11 years of experience.

2015 - Present (6 years)

Sigma Financial Corporation

2014 - 2015 (1 year)

Olv Investment Group

2012 - 2012 (< 1 year)

Ironwood Christ Academy

2012 - 2012 (< 1 year)

Stem Prep Academy

2012 - 2014 (2 years)

Chemco Products Inc

2010 - 2011 (1 year)

Bellehaven Christ Academy

2009 - 2012 (3 years)

Portland Brew

Disclosures

Benjamin Oliver has no disclosures.

Please visit their SEC profile for more details.

Financial Advisors at Spc

Craig Brooks
Littleton, CO
Kyle Glaab
New Boston, MI
Mark Steinman
Ann Arbor, MI
Caleb Thompson
Ann Arbor, MI
Terri Hembree
Boise, ID
Bonnie Luternow
Clarkston, MI
Thomas Schalk
Gainesville, TX
Zachary Parker
Ann Arbor, MI

This content was compiled from the SEC and FINRA.

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 use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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