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Katherine Rigby Oliver

Investment adviser representative at Investors Asset Management of Georgia Inc
20 yearsExperience
1 stateRegistered in
$502MFirm assets
35 yearsFirm in business

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How the firm charges

Fee types in the public filing. This advisor may not use all of them.

Percentage of assetsHourlyFixed or flat fee

Services the firm offers

These describe the firm as a whole, not only this advisor.

  • Financial planning
  • Portfolio management
  • Pension consulting

Experience

20 years in the industry.

  1. Investors Asset Management of Georgia IncJul 2018 to now
  2. Kipp Metro AtlantaJul 2006 to Jun 2018

Exams passed

  • Series 65 · Uniform Investment Adviser Law2018

State registrations

Registered as an investment adviser representative in 1 state (GA).

Investors Asset Management of Georgia Inc

$502MAssets managed
529Clients
7Advisers
35 yearsIn business

Official records

SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.

Individual CRD
7004445
Firm CRD
106796
Advisor's SEC record (opens in a new tab)
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