Thomas Oliphint, financial advisor San Antonio TX
83 score

Thomas Oliphint

CRD Number: 1172870
Current Firm: One Advocate Group

Thomas Oliphint (CRD# 1172870) is an Investment Advisor Representative working at One Advocate Group in San Antonio, TX and has over 32 years of experience in the finance industry.

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Company Name Location Dates Years
Oliphint Associates, Llc Dba One Advocate Group San Antonio, TX Aug 2015 - Current 1
Independent Financial Partners San Antonio, TX Jun 2011 - Current 5
Lpl Financial, LLC San Antonio, TX Aug 2006 - Current 10
Xmark Financial, LLC San Antonio, TX Oct 1999 - Jul 2011 11
Mml Investors Services, Inc. Springfield, MA Oct 1986 - Aug 2006 19
Massachusetts Mutual Life Insurance Company Springfield, MA Jun 1986 - Aug 2006 20
Oliphint & Associates San Antonio, TX Jun 1980 - Aug 2006 26
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Dec 1983
S65 NASAA Investment Advisors Law Examination Nov 1999
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:
  • Customer Dispute
Get Details on the FINRA Advisor Check site
Contact Info for Thomas H. Oliphint
Phone Number: 210-341-1235
Registered State(s):
  • TX
By the Numbers
  • Total Assets Under Management
  • Total Number of Accounts
  • Average Account Value
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • 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)
Types of Clients
Registered States


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