Robert Oldham (CRD# 2288379) is an Investment Advisor Representative working at Mainstreet Ria LLC in O'fallon, MO and has over 31 years of experience in the finance industry.
CRD# 1018380
Cutter & Company, Inc.
CRD# 6306558
Toberman Becker Wealth, LLC
CRD# 5259774
Moneta Group Investment Advisors, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Counts Oldham Properties LLC | Wright City, MO | Mar 2021 - Current | 3 |
| Mainstreet Ria LLC | O'fallon, MO | May 2020 - Current | 4 |
| Mainstreet Ria LLC | O'fallon, CO | Jul 2019 - Current | 4 |
| Robert Oldham - Sole-proprietor | O'fallon, MO | Aug 2019 - Sep 2021 | 2 |
| Capital Management Services, Inc. | Manchester, MO | Aug 2019 - Oct 2020 | 1 |
| Valic Financial Advisors, Inc. | St Louis, MO | Apr 2012 - Aug 2019 | 7 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Nov 1992 |
| S65 | NASAA Investment Advisors Law Examination | Jan 1999 |
- MO
- TX
-
Total Assets Under Management341MILLIONS
-
Total Number of Accounts134ACCOUNTS
-
Average Account Value$2,544,560
- 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
- Pension consulting services
- Educational seminars/workshops
IL, MO, TX
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