Oliver Williamson (CRD# 4642029) is an Investment Advisor Representative working at Calton & Associates, Inc. in Pikeville, KY and has over 20 years of experience in the finance industry.
CRD# 5830463
Ameriprise Financial Services, LLC
CRD# 2787649
U.s. Bancorp Investments, Inc.
CRD# 2437287
Raymond James Financial Services Advisors, Inc.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Calton & Associates, Inc. | Pikeville, KY | Mar 2003 - Current | 21 |
| Childers & Venters | Pikeville, KY | May 1990 - Current | 33 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Jun 2003 |
| S65 | NASAA Investment Advisors Law Examination | Aug 2004 |
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Total Assets Under Management1,059MILLIONS
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Total Number of Accounts6,846ACCOUNTS
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Average Account Value$154,702
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Commissions
- Performance-based fees
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- 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
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