Theodore OylerCRD 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 19 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.
Courter Financial, LLC
J. W. Cole Advisors, Inc.
|Jonathan Roberts Advisory Group, Inc.||Tampa, FL||Jan 2011 - Current||6|
|Hornor, Townsend & Kent, Inc.||State College, PA||Jul 1998 - Current||19|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Jan 1998|
Total Assets Under Management1,250MILLIONS
Total Number of Accounts6,832ACCOUNTS
Average Account Value$182,954
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- 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)
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