LPL Financial
45yrs
Top advisor by experience in Victoria
11yrs
Joseph Olive
Financial advisor at Sather Financial Group
Based in Victoria, Texas, Joseph Olive is a fiduciary financial advisor with 11 years of industry experience. Joseph joined Sather Financial Group in 2024, after two years at Edward Jones and four years at Wells Fargo Advisors. Joseph holds the CFP® designation.
One of 88 advisors with offices in Victoria, and one of 75 fiduciaries.
At a glance
Experience11 years (since 2015)
How that compares ?11 years in the industry
Office120 E. Constitution St, Victoria, TX 77901
How the firm is paid ?Percent of assets, Hourly, Flat fee
Typical client at the firm ?$3.75 million
Advisors at the firm9
States licensed ?1 state
Services through Sather Financial Group
Financial planningInvestment management for individuals and small businessesInvestment management for businesses and institutionsRetirement plan consultingEducational seminars and workshops
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Designations
CFP®
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Career
- 2024 – nowSather Financial Group, Inc.Current firm
- 2022 – 2024Edward JonesPreviously
- 2018 – 2022Wells Fargo Clearing Services, LLCPreviously
- May 2016 – Feb 2018Charles Schwab & CO., Inc.Previously
Contact Joseph
Local office(361) 485-9475Ask for Joseph. (361) 570-1800Main office 120 E. Constitution StVictoria, TX 77901Office · Get directions Firm websiteHTTP://SATHERFINANCIAL.COM
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Questions to ask Joseph
Tailored to Joseph’s registration and firm.
- What does a financial plan with you include, and how often is it updated?
- Where would my money be held, and will I get statements directly from that firm?
- What would I pay in total each year, in dollars, including fund and trading costs?
My notes and scorecard
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About Joseph
How do I contact Joseph?
Call Joseph’s local office at (361) 485-9475 or the Sather Financial Group main office at (361) 570-1800, and ask for Joseph Olive.
How long has Joseph been a financial advisor?
Joseph has been in the industry since 2015, about 11 years. 11 years in the industry.
What licenses does Joseph hold?
Series 63, Series 66. Tap any license on this page to see what it allows.
Is Joseph a fiduciary?
Joseph is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Joseph paid?
Sather Financial Group reports being paid by a percentage of the assets they manage, hourly fees, flat or fixed fees. Ask Joseph for your total yearly cost in dollars.
Official record as of October 3, 2026.
This profile is for information only and is not financial advice or a recommendation.
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