John Oliva, financial advisor Bala Cynwyd PA
93 score

John Oliva

CRD Number: 4491621
Current Firm: Eagle Strategies LLC

John Oliva (CRD# 4491621) is an Investment Advisor Representative working at Eagle Strategies LLC in Bala Cynwyd, PA and has over 14 years of experience in the finance industry.

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Company Name Location Dates Years
Eagle Strategies LLC Bala Cynwyd, PA Apr 2015 - Current 1
Nylife Securities LLC Bala Cynwyd, PA Mar 2015 - Current 1
New York Life Insurance Company Bala Cynwyd, PA Feb 2015 - Current 1
Bay City Limited Partnership Millsboro, DE Dec 1978 - Current 38
Securities America Inc. Millsboro, DE Jun 2014 - Feb 2015 < 1
Securities America Advisors Millsboro, DE Jun 2014 - Feb 2015 < 1
Bankers Life Chicago, IL Jan 2013 - Jan 2014 1
Waddell & Reed, Inc. Plymouth, MN Jul 2007 - Dec 2012 5
New York Life Insurance Company Bala Cynwyd, PA Mar 2005 - Jul 2007 2
Nylife Securities LLC Bala Cynwyd, PA Dec 2001 - Jul 2007 5
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Jan 2002
S66 NASAA Uniform Combined State Law Examination Oct 2007
Contact Info for John Oliva
Phone Number: (888) 695-3245
Registered State(s):
  • DE
  • NJ
  • PA
By the Numbers
  • Total Assets Under Management
    5,154
    MILLIONS
  • Total Number of Accounts
    29,837
    ACCOUNTS
  • Average Account Value
    $172,747
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Publication of periodicals or newsletters
  • Educational seminars/workshops
Types of Clients
Registered States

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, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV

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BADGES
93
Clean Record
This advisor has a clean track record with regulators.

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