Alex Oliver, financial advisor Rockland MA

Alex Oliver

CRD Number: 6558298
Current Firm: First National Advisors LLC

Alex Oliver (CRD# 6558298) is an Investment Advisor Representative working at First National Corporation in Rockland, MA and has 3 years of experience in the finance industry. Alex has passed the exam to become a CERTIFIED FINANCIAL PLANNER™.

 

He graduated from UCLA’s Personal Financial Planning program, where pertinent coursework included: Income Taxation, Investments, Retirement Plans, Estate Planning, Insurance, and Financial Analysis.

 

Prior to joining First National Corporation, Alex graduated magna cum laude from the University of Maine with a Bachelor of Science degree in Finance and Management, earning selection to UMaine’s Senior Skull Honor Society. He spent seven years working with Collegiate Entrepreneurs as the Maine District Manager, New England General Manager, and California Division Head. These positions involved the hiring, training, and mentoring of several college students each year to start their own small businesses. Alex has also been an active participant in the Financial Planning Association and Entrepreneurs’ Organization Accelerator program.

 

Originally from South China, Maine, Alex now lives in Quincy where he actively trains for one triathlon a year and avidly supports his New England and UMaine sports teams. He attempts to get out of the country once per year, previously building water wells in Cambodia and hiking to Machu Picchu in Peru.

CONTACT
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Lido
Company Name Location Dates Years
First National Corporation Rockland, MA Sep 2015 - Current 8
Student Pasadena, CA Nov 2014 - Sep 2015 < 1
Acumor Pasadena, CA Sep 2014 - Nov 2014 < 1
Collegiate Entrepreneurs Los Angeles, CA Oct 2011 - Sep 2014 2
Exam Code Name Passed Date
S65 NASAA Investment Advisors Law Examination May 2015
Contact Info for Alex E. Oliver
By the Numbers
  • Total Assets Under Management
    1,306
    MILLIONS
  • Total Number of Accounts
    2,516
    ACCOUNTS
  • Average Account Value
    $518,913
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • 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
Types of Clients
Registered States

CA, CT, FL, GA, MA, ME, NC, NH, NJ, NY, PA, RI, TX, VA

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