Dell Vivien Spiva
Investment adviser representative at O'hagan Group, Inc.
20 yearsExperience
1 stateRegistered in
$1.2BFirm assets
5 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 assets
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
20 years in the industry.
- O'hagan Group, Inc.Sep 2021 to now
- Inertia Insurance Services LLCMay 2008 to now
- United AirlinesOct 2006 to now
- Arbor Point AdvisorsNov 2020 to Sep 2021
- Kms Financial Services, Inc.Jan 2019 to Nov 2020
Exams passed
- Series 65 · Uniform Investment Adviser Law2019
State registrations
Registered as an investment adviser representative in 1 state (FL).
O'hagan Group, Inc.
$1.2BAssets managed
900Clients
9Advisers
5 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
- 7034196
- Firm CRD
- 315389