Klinton Olive (CRD# 5231147) is an Investment Advisor Representative working at Olive Wealth Management in Houston, TX and has over 17 years of experience in the finance industry.
CRD# 2390431
The Goff Financial Group
CRD# 2687188
Hightower Advisors, LLC
CRD# 5462249
Nxt:gen Financial Planning
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Olive Wealth Management, LLC | Houston, TX | May 2016 - Current | 7 |
| Champion Advisors, LLC | Houston, TX | Feb 2009 - Aug 2016 | 7 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Aug 2008 |
| S65 | NASAA Investment Advisors Law Examination | Nov 2006 |
- TX
-
Total Assets Under Management56MILLIONS
-
Total Number of Accounts258ACCOUNTS
-
Average Account Value$218,006
- A percentage of assets under your management
- Portfolio management for individuals and/or small businesses
TX
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