Will
Oliver
Founders Capital Management Inc
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About this Advisor
Will Oliver is a financial advisor operating in Houston, Texas who has 4 years of industry experience. Oliver is an advisor for Founders Capital Management Inc. Their career trajectory has included roles at Founders Capital Management, Inc and Booz Allen Hamilton. Oliver has a Series 65 license, designating them as an investment advisor representative, and is registered to advise clients in Texas. Founders Capital Management Inc is a business headquartered in Houston, TX. It manages $194 million in assets under management among its 125 accounts, placing it among the mid-sized firms in the country by assets under management. Of its 125 customer accounts, 38% are held by high-net-worth individuals who have more than $1 million in assets. The company provides a few services, such as financial planning services and portfolio management for individuals and small businesses. A financial advisor's fee schedules usually depend on which services the firm provides the client. Fee types charged by Founders Capital Management Inc typically consist of asset-based fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Founders Capital Management Inc Brokerage Details
$193,567,830
3
125
$1,548,543
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
Will Oliver Work History
Will has been registered as a financial advisor for 4 years.*
Founders Capital Management, Inc
Booz Allen Hamilton
*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 Will 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 Founders Capital Management Inc
Houston, TX
Houston, TX
Houston, TX
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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