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Joseph Olive

Joseph Olive

SATHER FINANCIAL GROUP
Victoria, TX 77901
Some features on this profile are disabled
CRD#: 6445274
Joseph Olive

Professional summary

Joseph Olive is a registered financial advisor currently at SATHER FINANCIAL GROUP, INC. located in Victoria, Texas.

Joseph is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2015. Joseph has worked at 4 firms and has passed the Series 66, Series 63, SIE and Series 7 exams.

top-8-questions

Question & Answer

Are you a "fiduciary"?
Yes

Aliases

None

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.
DEWITT CO DRAINAGE DISTRICT NO. 1; NOT INV. RELATED; DEWITT, TX; BOARD OF DIRECTORS; START DATE 3/2020; 3 HRS PER MONTH; 1 HR DURING TRADING; DUTIES: ATTENDING MEETINGS, SETTING THE TAX RATE, ADOPTIN/AMENDING THE ANNUAL BUDGET, APPROVING ANY CONTRACTS AND SETTING POLICY FOR THE DAY TO DAY MANAGEMENT OF THE DISTRICT.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Joseph Olive'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

August 23, 2024 - Present

SATHER FINANCIAL GROUP, INC.

Office #1: 120 E. Constitution St, Victoria, TX 77901
RIA
CRD#: 109344
Victoria, TX
Past

May 6, 2022 - August 12, 2024

EDWARD JONES

RIA
CRD#: 250
CUERO, TX
Past

May 6, 2022 - August 12, 2024

EDWARD JONES

BD
CRD#: 250
CUERO, TX
Past

March 16, 2018 - May 12, 2022

WELLS FARGO CLEARING SERVICES, LLC

RIA
CRD#: 19616
EDNA, TX
Past

March 15, 2018 - May 12, 2022

WELLS FARGO CLEARING SERVICES, LLC

BD
CRD#: 19616
EDNA, TX
Past

May 3, 2016 - February 6, 2018

CHARLES SCHWAB & CO., INC.

RIA
CRD#: 5393
Oakland, CA
Past

May 20, 2015 - February 6, 2018

CHARLES SCHWAB & CO., INC.

BD
CRD#: 5393
Oakland, CA

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".
SATHER FINANCIAL GROUP, INC.
SATHER FINANCIAL GROUP, INC.
SATHER FINANCIAL GROUP, INC.

CRD#: 109344 / SEC#: 801-57925

RIA
Registered Investment Advisory firm - (10/3/2000 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.

Highlighted states indicate IAR registrations

IAR
Texas
(8/23/2024)

Exams

State Security Law Exam
RR
IAR
Series 66
Date: 5/3/2016
Uniform Combined State Law Examination
State Security Law Exam
RR
Series 63
Date: 5/26/2015
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 7
Date: 5/20/2015
General Securities Representative Examination

Current Firm

SATHER FINANCIAL GROUP, INC.
SATHER FINANCIAL GROUP, INC.
SATHER FINANCIAL GROUP, INC.

CRD#: 109344 / SEC#: 801-57925

RIA
Registered Investment Advisory firm - (10/3/2000 Approved)
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Contact information

Main Address
120 E. Constitution St, Victoria, TX 77901
Mailing Address
Phone number
(361) 570-1800
Established
Firm type
Fiscal year end
# of Employees
9

SEC notice filing (4 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

SFG FORM ADV 2A (10/8/2025)

Regulatory assets under management

Total Number of Accounts1,400
AUM (Assets Under Management)$ 1,948,912,777

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

SATHER FINANCIAL GROUP, INC.

SATHER FINANCIAL GROUP, INC.

CRD#: 109344Victoria, TX 77901

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