John Oliva (CRD# 4491621) is an Investment Advisor Representative working at Arbor Point Advisors in Saint Petersburg, FL and has over 22 years of experience in the finance industry.
CRD# 5969810
Cambridge Investment Research Advisors, Inc.
CRD# 843581
Financial Guidance Group, Inc.
CRD# 5159569
Primerica Advisors
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Securities America, Inc. | St. Petersburg, FL | May 2020 - Current | 3 |
| Arbor Point Advisors | St. Petersburg, FL | May 2020 - Current | 3 |
| Axa Advisors, LLC | New York, NY | May 2017 - May 2020 | 3 |
| Eagle Strategies LLC | Bala Cynwyd, PA | Apr 2015 - May 2017 | 2 |
| Nylife Securities LLC | Bala Cynwyd, PA | Mar 2015 - May 2017 | 2 |
| New York Life Insurance Company | Bala Cynwyd, PA | Feb 2015 - May 2017 | 2 |
| Bay City Limited Partnership | Millsboro, DE | Dec 1978 - Apr 2017 | 38 |
| Securities America Inc. | Millsboro, DE | Jun 2014 - Feb 2015 | < 1 |
| Securities America Advisors | Millsboro, DE | Jun 2014 - Feb 2015 | < 1 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Jan 2002 |
| S66 | NASAA Uniform Combined State Law Examination | Oct 2007 |
- FL
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Total Assets Under Management6,930MILLIONS
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Total Number of Accounts28,010ACCOUNTS
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Average Account Value$247,396
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
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