Oliver Arnold (CRD# 5654461) is an Investment Advisor Representative working at Prudential Financial Planning Services in North Bethesda, MD and has over 14 years of experience in the finance industry.
CRD# 4092356
David Wealth Management, LLC
CRD# 2247685
Equitable Advisors, LLC
CRD# 2962660
Grove Point Advisors, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Prudential Insurance Company Of America | Catonsville, MD | Feb 2018 - Current | 6 |
| Pruco Securities, LLC | Catonsville, MD | Feb 2018 - Current | 6 |
| Massachusetts Mutual Life Insurance Company | Springfield, MA | Mar 2017 - Feb 2018 | < 1 |
| Mml Investors Services, LLC | Elkridge, MD | Mar 2017 - Feb 2018 | < 1 |
| Metlife Securities | Baltimore, MD | Apr 2009 - Mar 2017 | 7 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Oct 2009 |
| S65 | NASAA Investment Advisors Law Examination | Mar 2011 |
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- MD
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Total Assets Under Management16,379MILLIONS
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Total Number of Accounts113,575ACCOUNTS
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Average Account Value$144,211
- 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
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
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