George OlvedaCRD Number: 6098024
Current Firm: Tate Private Wealth Advisers
George Olveda (CRD# 6098024) is an Investment Advisor Representative working at Tate Private Wealth Advisers in Sacramento, CA and has over 5 years of experience in the finance industry.
Clarion Advisors Inc.
Adams Ashby Financial Advisors
Three Oaks Capital Management
|Novo Nordisk||Princeton, NJ||Mar 2010 - Mar 2012||2|
|Merck And Company||Rahway, NJ||Jan 1981 - Feb 2010||29|
|Exam Code||Name||Passed Date|
|S65||NASAA Investment Advisors Law Examination||Jul 2012|
Total Assets Under Management280MILLIONS
Total Number of Accounts346ACCOUNTS
Average Account Value$808,002
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Portfolio management for individuals and/or small businesses