Mario Oliver (CRD# 7201262) is an Investment Advisor Representative working at First Command Advisory Services in Fort Worth, TX and has over 3 years of experience in the finance industry.
CRD# 1255317
Osaic Wealth, Inc.
CRD# 2754150
Charles Schwab & Company, Inc.
CRD# 5076833
Charles Schwab & Company, Inc.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| First Command Brokerage Services Inc. | Fort Worth, TX | Nov 2020 - Current | 3 |
| First Command Advisory Services, Inc. | Fort Worth, TX | Nov 2020 - Current | 3 |
| First Command Insurance Services, Inc. | Fort Worth, TX | Nov 2020 - Current | 3 |
| First Command Brokerage Services Inc. | Fort Worth, TX | Nov 2019 - Nov 2020 | 1 |
| Unemployed | Dupont, WA | Sep 2019 - Nov 2019 | < 1 |
| Leidos Inc. | Camp Humphreys, Armed Forces Pacific, | Aug 2018 - Aug 2019 | 1 |
| Sterling Medical Inc. | Camp Foster, Armed Forces Pacific, | Jul 2018 - Aug 2018 | < 1 |
| Us Army | Torii Station, Armed Forces Pacific, | Jul 2016 - Jul 2018 | 2 |
| Us Army | Camp Kim, Armed Forces Pacific, | May 2013 - May 2016 | 3 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Oct 2020 |
Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, financial matters, and other matters required to be disclosed in which the advisor has been involved.
Get Details on the FINRA Advisor Check site- WA
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Total Assets Under Management17,482MILLIONS
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Total Number of Accounts107,959ACCOUNTS
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Average Account Value$161,929
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
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