DR
Firm Information
Compensation
Fee-Only (AUM)Fixed/Hourly
Number of Advisors
3 advisors
Number of Clients
21 clients
Average Client Portfolio
$1.0M average
Assets Under Management
$21.8M
Fee Structure
This brochure supplement provides information about Brandon Thomas Oliver that supplements the Arcwood Financial, LLC brochure. Please refer to that brochure for fee information.
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Advisor Information
Office location
7250 N. 16th St, Suite 104, Phoenix, AZ, 85020
Get directionsRegulatory 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.
Learn about disclosures →Other Business ActivitiesSells Insurance
David is an independent life insurance agent since 2016 and a managing member of Financial Forte, LLC since 2024, dedicating a few hours per week to each. He also spends minimal time as a managing member of Von Frenchie, LLC, selling clothing apparel.
Employment History
Current Registrations
Arcwood Financial, LLC
October 2024 - Present · 1 yr 3 mos
Previous Registrations
Strategy Financial Group
June 2016 - August 2024 · 8 yrs 2 mos
Charles Schwab & Co., INC.
April 2011 - March 2016 · 4 yrs 11 mos
Charles Schwab & Co., INC. Broker
September 2008 - March 2016 · 7 yrs 6 mos
State Registrations1 state
AZ
Advisor
Exams
No exam information available for this advisor.