Dominic Olvera (CRD# 5049589) is an Investment Advisor Representative working at Bankers Life Advisory Services, Inc. in Salem, OR and has over 18 years of experience in the finance industry.
CRD# 6375005
Edward Jones
CRD# 2113992
Mariner Wealth
CRD# 2795104
True Private Wealth Advisors, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Bankers Life Securities | Salem, OR | Sep 2017 - Current | 6 |
| Bankers Life | Salem, OR | Aug 2017 - Current | 6 |
| Unemployed | Salem, OR | Nov 2016 - Jul 2017 | < 1 |
| Scottrade, Inc. | Salem, OR | Aug 2016 - Nov 2016 | < 1 |
| Tdameritrade, Inc. | Portland, OR | Jul 2013 - Aug 2016 | 3 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Oct 2005 |
| S65 | NASAA Investment Advisors Law Examination | Apr 2006 |
| S66 | NASAA Uniform Combined State Law Examination | Dec 2012 |
- OR
-
Total Assets Under Management1,486MILLIONS
-
Total Number of Accounts13,089ACCOUNTS
-
Average Account Value$113,532
- A percentage of assets under your management
- Other
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
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, VT, WA, WI, WV, WY
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