Richard OliverCRD Number: 1338335
Current Firm: Raymond James Financial Services Advisors, Inc.
Richard Oliver (CRD# 1338335) is an Investment Advisor Representative working at Raymond James Financial Services Advisors, Inc. in Lafayette, LA and has over 32 years of experience in the finance industry.
Msi Financial Services, Inc.
Eagle Strategies LLC
1st Global Advisors Inc.
|Safety And Efficiency,llc||Lafayette, LA||Apr 2015 - Current||2|
|Oliver Investments||Lafayette, LA||Apr 2010 - Current||7|
|Raymond James Financial Services Advisors, Inc.||Lafayette, LA||Jun 2009 - Current||8|
|Raymond James Financial Services, Inc.||Lafayette, LA||Jan 1999 - Current||19|
|Agriculture/farming||Lafayette, LA||Nov 1975 - Feb 2016||40|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Oct 1985|
|S65||NASAA Investment Advisors Law Examination||May 1996|
Total Assets Under Management64,210MILLIONS
Total Number of Accounts224,839ACCOUNTS
Average Account Value$285,581
- 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