Catherine Oliver-AllenCRD Number: 1216000
Current Firm: Invicta Advisors LLC
Catherine Oliver-Allen (CRD# 1216000) is an Investment Advisor Representative working at Invicta Advisors LLC in Basalt, CO and has over 36 years of experience in the finance industry.
Aberle Investment Management LLC
Elevate Capital Advisors
|Advanced Particle Therapy||San Diego, CA||Sep 2013 - Sep 2015||2|
|Luca||Freemont, CA||Jun 2013 - Sep 2013||< 1|
|Seacrest Wealth Management, LLC||Purchase, NY||Jun 2013 - Jun 2013||< 1|
|Mutual Trust Company Of America Securities||Clearwater, FL||Jun 2012 - Mar 2013||< 1|
|Great Circle Financial||Reno, NV||Nov 2009 - Jun 2012||2|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Dec 1983|
Total Assets Under Management257MILLIONS
Total Number of Accounts1,186ACCOUNTS
Average Account Value$216,773
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
OH, PA, VT, WA
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