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Bryan Oliver

14 Years of Experience
Carlsbad, CA

Bryan Oliver is a registered investment advisor at Corvus Financial LLC, based in Carlsbad, CA, with 14 years of industry experience. Bryan operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include High Net Worth, Real Estate Investing. Their firm serves 1 clients with $190K in assets under management.

Compensation
N/A
Firm Size
1 advisor
Number of Clients
1 client
Average Client Portfolio
$186K average
Assets Under Management
$186K

Fee Structure

Investment management only (planning not offered)

Corvus Financial charges a 3% administrative fee based on the value of tax liens purchased. In addition, they receive 20% of any profits clients receive from interest earned on a tax lien redemption and/or the sale of a property resulting from the successful foreclosure of a property owner’s right to redeem a tax lien.

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Location

Carlsbad, CA

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business Activities

Bryan acts as a manager for Tarpon Properties, LLC, which purchases tax liens. This activity is related to Corvus Financial, LLC.

Employment History
Current Registrations
Corvus Financial LLC
May 2011 - Present · 15 yrs
State Registrations1 state
AZ
Advisor

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.
Bryan Oliver - Financial Advisor | TrueAdvisor