William Olinger, financial advisor Gainesville FL

William Olinger

CRD Number: 352019
Current Firm: Koss-olinger Consulting, LLC

William Olinger (CRD# 352019) is an Investment Advisor Representative working at Koss-olinger Consulting, LLC in Gainesville, FL and has over 40 years of experience in the finance industry.

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Company Name Location Dates Years
Valmark Securities, Inc. Beachwood, OH Aug 2000 - Current 23
Koss Olinger Consulting Gainesville, FL Sep 1983 - Current 40
Koss Olinger And Company Gainesville, FL Nov 1969 - Current 54
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Oct 1983
Contact Info for William D. Olinger
Phone Number: 352-373-3337
Registered State(s):
  • FL
  • TX
By the Numbers
  • Total Assets Under Management
    1,517
    MILLIONS
  • Total Number of Accounts
    2,846
    ACCOUNTS
  • Average Account Value
    $532,992
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
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)
Types of Clients
Registered States

AR, FL, GA, IL, LA, MA, MO, NC, NV, NY, OH, OK, SC, TN, TX

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