Olivia Groves (CRD# 7257591) is an Investment Advisor Representative working at Valmark Advisers, Inc. in Mount Vernon, OH and has over 2 years of experience in the finance industry.
CRD# 2278230
Lpl Financial LLC
CRD# 5323375
Lion Street Advisors, LLC
CRD# 1912843
Wells Fargo Advisors
Company Name | Location | Dates | Years |
---|---|---|---|
Spearman Financial Services | Mount Vernon, OH | Aug 2021 - Current | 2 |
Valmark Securities, Inc. | Akron, OH | Aug 2021 - Current | 2 |
University Of Notre Dame | South Bend, IN | Jun 2020 - Aug 2021 | 1 |
John Carroll University | University Heights, OH | Jun 2016 - Jun 2020 | 4 |
Francescas Botique | University Heights, OH | Feb 2017 - May 2019 | 2 |
Novogradac And Company | Cleveland, OH | Jan 2019 - Apr 2019 | < 1 |
Roosters | Newark, OH | Apr 2015 - Jun 2017 | 2 |
Newark Catholic High School | Newark, OH | Jun 2012 - Jun 2016 | 4 |
Exam Code | Name | Passed Date |
---|---|---|
S66 | NASAA Uniform Combined State Law Examination | Nov 2021 |
- OH
- PA
-
Total Assets Under Management7,030MILLIONS
-
Total Number of Accounts17,262ACCOUNTS
-
Average Account Value$407,229
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for investment companies (as well as "business development companies")
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Other
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, VT, WA, WI, WV, WY
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