William Oliphant, financial advisor Columbia SC

William Oliphant

CRD Number: 873117
Current Firm: Janney Montgomery Scott LLC

William Oliphant (CRD# 873117) is an Investment Advisor Representative working at Janney Montgomery Scott LLC in Columbia, SC and has over 44 years of experience in the finance industry.

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Davinci Financial Designs
Company Name Location Dates Years
Janney Montgomery Scott LLC Columbia, SC Jun 2013 - Current 10
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Nov 1979
S65 NASAA Investment Advisors Law Examination Jun 1994
Contact Info for William G. Oliphant
Phone Number: 215-665-6000
Registered State(s):
  • NC
  • SC
  • TX
By the Numbers
  • Total Assets Under Management
    73,001
    MILLIONS
  • Total Number of Accounts
    216,397
    ACCOUNTS
  • Average Account Value
    $337,346
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
  • Commissions
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY

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