Adam Oliver (CRD# 7801146) is an Investment Advisor Representative working at Stone Island Financial Planning in Scottsdale, AZ and has 1 year of experience in the finance industry.
CRD# 2794155
Aegis Wealth Partners, LLC
CRD# 4607086
Origin Investment Advisory LLC
CRD# 4091287
Atlas Lifestyle Planning Group LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| South Georgia Capital, Llc / Stone Island Financial Planning | Naperville, IL | Aug 2023 - Current | < 1 |
| Byline Bank | Chicago, IL | Oct 2022 - Jul 2023 | < 1 |
| Northern Trust | Chicago, IL | Jan 2022 - Oct 2022 | < 1 |
| Embry-riddle Aeronautical University | Prescott, AZ | Aug 2017 - Dec 2021 | 4 |
| Omaha Christian Academy | Omaha, NE | May 2013 - May 2017 | 4 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S65 | NASAA Investment Advisors Law Examination | Oct 2023 |
- AZ
-
Total Assets Under Management135MILLIONS
-
Total Number of Accounts259ACCOUNTS
-
Average Account Value$521,626
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Performance-based fees
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
AZ, FL, IL, TX, WI
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