Theodore Oyler, financial advisor State College PA

Theodore Oyler

CRD Number: 2977750
Current Firm: J. W. Cole Advisors, Inc.

Theodore Oyler (CRD# 2977750) is an Investment Advisor Representative working at J. W. Cole Advisors, Inc. in State College, PA and has over 26 years of experience in the finance industry. Theodore Oyler has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

Similar Advisors
Nicholas Accordino, financial advisor State College PA
Nicholas S. Accordino
CRD# 1340988
J. W. Cole Advisors, Inc.
Similar Advisors
Daniel Aiello, financial advisor State College PA
Daniel G. Aiello
CRD# 1999758
Lpl Financial LLC
Similar Advisors
Jennifer Anderson, financial advisor State College PA
Jennifer M. Anderson
CRD# 6303745
Mcclarren Financial Advisors
Professional Designations
Company Name Location Dates Years
Jonathan Roberts Advisory Group, Inc. Tampa, FL Jan 2011 - Current 13
Hornor, Townsend & Kent, Inc. State College, PA Jul 1998 - Current 25
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Jan 1998
Contact Info for Theodore J. Oyler
Phone Number: (813) 935-6776
Firm Website: http://www.jw-cole.com
Registered State(s):
  • PA
By the Numbers
  • Total Assets Under Management
    4,854
    MILLIONS
  • Total Number of Accounts
    24,060
    ACCOUNTS
  • Average Account Value
    $201,747
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)
  • Educational seminars/workshops
  • Other
Types of Clients
Registered States

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, VI, VT, WA, WI, WV, WY

Ready to hire a financial advisor? Get competitive proposals from multiple advisors.
BADGES

About Wealthminder

Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.

Wealthminder is a database derived from SEC.gov data covering every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.

Finding a Financial Advisor through Wealthminder

Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.

The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.

Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.

You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.

Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.