Klinton R. Olive
Professional summary
Klinton Ray Olive, who also goes by Klint R Olive, Klint Olive, Klinton R Olive, is a registered financial advisor currently at OLIVE WEALTH MANAGEMENT located in Houston, Texas.
Klinton is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2006. Klinton has worked at 4 firms and has passed the Series 63, Series 65 and Series 7 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view Klinton Ray Olive's CRS (Customer Relationship Summary).
Certified licenses
Experience
June 15, 2016 - Present
OLIVE WEALTH MANAGEMENT
Office #1: 1333 Heights Boulevard Suite 101, Houston, TX 77008August 6, 2015 - July 13, 2016
CHAMPION ADVISORS LLC
April 6, 2009 - October 25, 2013
TRIAD ADVISORS LLC
March 26, 2009 - June 9, 2015
CHAMPION ADVISORS LLC
August 15, 2008 - February 18, 2009
TRIAD ADVISORS LLC
November 9, 2006 - October 19, 2009
CAPITAL MANAGEMENT ADVISORS LP
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Highlighted states indicate IAR registrations
(6/15/2016)
Exams
Current Firm
OLIVE WEALTH MANAGEMENT
CRD#: 284132 / SEC#:
Contact information
Regulatory assets under management
| Total Number of Accounts | 272 |
| AUM (Assets Under Management) | $ 64,096,188 |
Red Flags
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Company Information
OLIVE WEALTH MANAGEMENT
CRD#: 284132Houston, TX 77008TRUST BUT VERIFY
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