Brian Oliver, financial advisor Lake Oswego OR
73 score

Brian Oliver

CRD Number: 5332005
Current Firm: Aequitas Investment Management, LLC

Brian Oliver (CRD# 5332005) is an Investment Advisor Representative working at Aequitas Investment Management, LLC in Lake Oswego, OR and has over 9 years of experience in the finance industry.

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Company Name Location Dates Years
Aequitas Investment Management, LLC Lake Oswego, OR Oct 2006 - Current 10
Aequitas Capital Management, Inc. Lake Oswego, OR Sep 1997 - Current 19
Exam Code Name Passed Date
S65 NASAA Investment Advisors Law Examination Aug 2007
Disclosure Information

Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, and financial matters in which the advisor has been involved. On the most recent filing submitted to FINRA, this advisor had a disclosure event.

Reported Disclosure Event:
  • Civil Judgement
Get Details on the FINRA Advisor Check site
Contact Info for Brian A. Oliver
Phone Number: 503-419-3500
Registered State(s):
  • OR
By the Numbers
  • Total Assets Under Management
    300
    MILLIONS
  • Total Number of Accounts
    8
    ACCOUNTS
  • Average Account Value
    $37,438,852
Compensation Options
  • A percentage of assets under your management
  • Performance-based fees
Advisory Services Offered
  • Portfolio management for pooled investment vehicles (other than investment companies)
Types of Clients
Registered States

DE, NC, NV, OR, TX, WA

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BADGES
73

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