William Oliver
William Oliver is a registered investment advisor at MML Investors Services, LLC, based in Amherst, NY, with 12 years of industry experience. William is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Retirement Planning. Their firm serves 454,836 clients with $120B in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Fee Structure
Detailed fee information is not available for this advisor. View their full brochure on SEC.gov for fee details.
Location
300 Corporate Pkwy, Suite 216N, Amherst, NY, 14226
Get directionsHistory
Regulatory History (1)
Criminal
April 1998Other Business ActivitiesSells Insurance
William works as an insurance broker for Advocate Health, Savoy, and KAFL, selling various insurance products including Medicare, health, group life, long-term disability, life, disability, long-term care, and fixed annuities. These activities take a few hours per week.
Employment History
Current Registrations
MML Investors Services, LLC
MML Investors Services, LLC
MML Investors Services, LLCBroker
Previous Registrations
Northwestern Mutual Investment Services, LLCBroker
State Registrations14 states
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
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