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Monica L. Ollivierre

HOMESTEAD ADVISERS
Stafford, VA
Some features on this profile are disabled
CRD#: 4036059
MO

Professional summary

Monica Lynn Ollivierre, who also goes by Monica Lynn Beck Miss, Monica Lynn Ollivierre Mrs., is a registered financial advisor currently at HOMESTEAD ADVISERS CORP. located in Stafford, Virginia and HOMESTEAD FINANCIAL SERVICES CORP. located in Arlington, Virginia.

Monica is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 1999. Monica has worked at 2 firms and has passed the Series 65, Series 63, SIE, Series 6 and Series 26 exams.

top-8-questions

Question & Answer

Are you a "fiduciary"?
Yes

Aliases

Monica Lynn Beck Miss | Monica Lynn Ollivierre Mrs.

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
1. Business Name: Kairos Chronos, LLC | Investment Related: Yes | Address: 3225 McLeod Drive, Suite 100, Las Vegas, Nevada 89121 | Nature of Business: Real estate investing | Position/Title: President | Start Date: 11.27.2024 | Hours a month: 20 | Hours during securities trading hours: 0 | Duties: Locate and purchase real estate. 2. Business (Organization) Name: Monica Ollivierre Ministries, LLC | Investment Related: No | Address: 3225 McLeod Drive, Suite 100, Las Vegas, Nevada 89121 | Type of Business: Writing and speaking | Position (or title): President | Start Date: 5.1.2022 | Hours a month: 20 | Hours during securities trading hours: 0 | Duties: Blogger, coach, event speaker, and sell books on spiritual matters.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Monica Lynn Ollivierre's CRS (Customer Relationship Summary).
CRS (Customer Relationship Summary)

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
None

Experience

Current

May 28, 2003 - Present

HOMESTEAD ADVISERS CORP.

RIA
CRD#: 109845
Stafford, VA
Current

December 21, 1999 - Present

HOMESTEAD FINANCIAL SERVICES CORP.

Office #1: 4301 Wilson Boulevard, Arlington, VA 22203
BD
CRD#: 26643
Arlington, VA

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
HA
HOMESTEAD ADVISERS CORP.
HOMESTEAD ADVISERS CORP. | RE ADVISERS CORPORATION

CRD#: 109845 / SEC#: 801-37391

RIA
Registered Investment Advisory firm - (9/21/1990 Approved)

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.
RR
indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.

Visual representation of state registrations

RR
Virginia
(1/21/2000)
IAR
Virginia
(5/28/2003)

Exams

State Security Law Exam
IAR
Series 65
Date: 9/17/2002
Uniform Investment Adviser Law Examination
State Security Law Exam
RR
Series 63
Date: 1/18/2000
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
SIE
Date: 10/1/2018
Securities Industry Essentials Examination
General Industry/Product Exam
RR
Series 6
Date: 12/7/1999
Investment Company Products/Variable Contracts Representative Examination
Principal/Supervisory Exam
RR
Series 26
Date: 9/30/2005
Investment Company Products/Variable Contracts Principal Examination
SRO Registrations
RR
FINRA

Current Firm

HA
HOMESTEAD ADVISERS CORP.
HOMESTEAD ADVISERS CORP. | RE ADVISERS CORPORATION

CRD#: 109845 / SEC#: 801-37391

RIA
Registered Investment Advisory firm - (9/21/1990 Approved)
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Contact information

Main Address
4301 Wilson Blvd., Arlington, VA 22203-1860
Mailing Address
Phone number
866-673-2299/800-258-3030
Established
Firm type
Fiscal year end
# of Employees
40

SEC notice filing (52 States and Territories)

Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Documents

Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

ADV PART 2A - INVESTMENT ADVISORY CLIENTS BROCHURE (3/28/2025)
PRIVACY NOTICE - FINANCIAL PLANNING CLIENTS (3/28/2025)
ADV PART 2A - FINANCIAL PLANNING CLIENTS BROCHURE (3/28/2025)

Regulatory assets under management

Total Number of Accounts19
AUM (Assets Under Management)$ 7,735,038,928

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Company Information

HOMESTEAD ADVISERS CORP.

CRD#: 109845Stafford, VA

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