Oliver Tuller is a CFP-designated registered investment advisor, based in Luoisville, KY, with 12 years of industry experience.
Location
10503 Timberwood Circle, Suite 205, Luoisville, KY, 40223
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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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Oliver works as a financial advisor representing Commonwealth Capital Management LLC, providing investment advice. This activity takes up a full-time commitment.
Employment History
Current Registrations
Cetera Wealth Services, LLCBroker
December 2023 - Present · 2 yrs 5 mos
Cetera Investment Advisers LLC
December 2023 - Present · 2 yrs 5 mos
Previous Registrations
PNC InvestmentsBroker
March 2015 - December 2023 · 8 yrs 9 mos
PNC Investments
March 2015 - December 2023 · 8 yrs 9 mos
Strategic Advisers, INC.
March 2014 - February 2015 · 11 mos
Fidelity Brokerage Services LLCBroker
August 2013 - February 2015 · 1 yr 6 mos
State Registrations6 states
ALAZILINKYTX
AdvisorBrokerBoth
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.