Oliver Stahl (CRD# 6319427) is an Investment Advisor Representative working at State Farm Investment Management Corp. in San Diego, CA and has over 7 years of experience in the finance industry.
CRD# 2730478
Madison Avenue Securities, LLC
CRD# 5621865
Lpl Financial LLC
CRD# 5084834
The Wealth Consulting Group
| Company Name | Location | Dates | Years |
|---|---|---|---|
| State Farm Investment Management Corp. | San Diego, CA | Feb 2021 - Current | 3 |
| Oliver Stahl Insurance Agency | San Diego, CA | Oct 2020 - Current | 3 |
| State Farm Vp Management Corp | San Diego, CA | Oct 2020 - Current | 3 |
| State Farm Insurance | San Diego, CA | May 2020 - Sep 2020 | < 1 |
| Tdameritrade | San Diego, CA | Mar 2018 - Apr 2020 | 2 |
| Cetera Advisor Networks LLC | El Segundo, CA | Dec 2016 - Mar 2018 | 1 |
| Cetera Advisors LLC | Denver, CO | Dec 2016 - Mar 2018 | 1 |
| Cetera Financial Specialists LLC | Schaumburg, IL | Dec 2016 - Mar 2018 | 1 |
| Cetera Investment Services LLC | Saint Cloud, MN | Dec 2016 - Mar 2018 | 1 |
| First Allied Securities, Inc. | San Diego, CA | Dec 2016 - Mar 2018 | 1 |
| Summit Brokerage Services, Inc. | Boca Raton, FL | Dec 2016 - Mar 2018 | 1 |
| First Allied Advisory Services, Inc. | San Diego, CA | Nov 2016 - Mar 2018 | 1 |
| Ameripark At Fashion Valley | San Diego, CA | Oct 2010 - Mar 2018 | 7 |
| Girard Securities, Inc. | San Diego, CA | Mar 2017 - Nov 2017 | < 1 |
| First Allied Securities | San Diego, CA | Mar 2014 - Dec 2016 | 2 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Nov 2016 |
- AZ
- CA
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Total Assets Under Management10,165MILLIONS
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Total Number of Accounts4ACCOUNTS
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Average Account Value$2,541,134,043
- A percentage of assets under your management
- Portfolio management for investment companies (as well as "business development companies")
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, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV, WY
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