Ricardo De OliveiraCRD Number: 7382109
Current Firm: Truist Advisory Services, Inc.
Ricardo De Oliveira (CRD# 7382109) is an Investment Advisor Representative working at Truist Advisory Services, Inc. in Eustin, FL and has 1 year of experience in the finance industry.
Securian Financial Services, Inc.
Certified Advisory Corp
Wells Fargo Clearing Services, LLC
|Truist Investment Services, Inc.||Atlanta, GA||May 2021 - Current||1|
|Truist Advisory Services, Inc.||Atlanta, GA||May 2021 - Current||1|
|Adventhealth Waterman||Tavares, FL||Jun 2016 - Current||5|
|Suntrust Bank||Ocoee, FL||Jul 2012 - May 2021||8|
|Cvs Pharmacy||Ocoee, FL||Mar 2015 - May 2016||1|
|Td Bank||Durham, CT||Jul 2011 - Jul 2012||1|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Dec 2021|
Total Assets Under Management61,581MILLIONS
Total Number of Accounts126,886ACCOUNTS
Average Account Value$485,328
- 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 pooled investment vehicles (other than investment companies)
- Portfolio management for businesses (other than small businesses) or institutional clients
- Selection of other advisers (including private fund managers)
- Publication of periodicals or newsletters
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, VI, VT, WA, WI, WV, WY
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