Catherine Oliver-Allen, financial advisor Basalt CO

Catherine Oliver-Allen

CRD 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.

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Elevate Capital Advisors
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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
Contact Info for Catherine J. Oliver-Allen
Phone Number: 724.5536891
Registered State(s):
  • PA
By the Numbers
  • Total Assets Under Management
    257
    MILLIONS
  • Total Number of Accounts
    1,186
    ACCOUNTS
  • Average Account Value
    $216,773
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States

OH, PA, VT, WA

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