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Evan Oliver
Chief Executive Officer at Verity Wealth Advisors LLC
Evan Oliver active positions
Companies | Position | Start | End |
---|---|---|---|
Verity Wealth Advisors LLC
![]() Verity Wealth Advisors LLC Investment ManagersFinance VERITY Wealth Advisors LLC (VERITY) is an independent, SEC-registered investment advisor and wealth management firm headquartered in Sausalito, California. The firm was founded by R. Evan Oliver in 2003. VERITY Y provides a broad range of financial advisory services primarily to high-net-worth (HNW) and non-HNW individuals, but also does limited work with other entities such as retirement plans, and trustees of irrevocable trusts. They also supervise assets managed or sub-advised by other investment advisers. | Chief Executive Officer | 2002-12-31 | - |
Compliance Officer | 2002-12-31 | - | |
Founder | 2002-12-31 | - |
Career history of Evan Oliver
Training of Evan Oliver
United States Naval Academy | Undergraduate Degree |
Stanford Graduate School of Business | Masters Business Admin |
Statistics
International
United States | 4 |
Operational
Chief Executive Officer | 1 |
Compliance Officer | 1 |
Founder | 1 |
Sectoral
Consumer Services | 3 |
Finance | 2 |
Positions held
Active
Inactive
Listed companies
Private companies
Linked companies
Private companies | 1 |
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Verity Wealth Advisors LLC
![]() Verity Wealth Advisors LLC Investment ManagersFinance VERITY Wealth Advisors LLC (VERITY) is an independent, SEC-registered investment advisor and wealth management firm headquartered in Sausalito, California. The firm was founded by R. Evan Oliver in 2003. VERITY Y provides a broad range of financial advisory services primarily to high-net-worth (HNW) and non-HNW individuals, but also does limited work with other entities such as retirement plans, and trustees of irrevocable trusts. They also supervise assets managed or sub-advised by other investment advisers. | Finance |
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