Olivia Koontz (CRD# 7447535) is an Investment Advisor Representative working at Mcadam LLC in Philadelphia, PA and has 1 year of experience in the finance industry.
CRD# 2972218
Lpl Financial LLC
CRD# 4498867
Raymond James Financial Services Advisors, Inc.
CRD# 6180296
Oppenheimer & Company Inc.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Mcadam LLC | Boone, NC | Jun 2021 - Current | 2 |
| Stickboy Bread Co | Boone, NC | Aug 2020 - May 2021 | < 1 |
| Appalachian State University | Boone, NC | Sep 2017 - May 2021 | 3 |
| Fun N Wheels | Boone, NC | May 2020 - Aug 2020 | < 1 |
| High Point Country Club | High Point, NC | Mar 2017 - Dec 2019 | 2 |
| Ledford Middle School & High School | Thomasville, NC | Aug 2011 - Jun 2017 | 5 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S65 | NASAA Investment Advisors Law Examination | Sep 2021 |
- NC
-
Total Assets Under Management1,255MILLIONS
-
Total Number of Accounts7,779ACCOUNTS
-
Average Account Value$161,392
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Selection of other advisers (including private fund managers)
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, IL, IN, KY, LA, MA, MD, ME, MI, MN, MO, NC, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, TN, TX, UT, VA, VT, WA, WI, WV
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