Dominic OlveraCRD Number: 5049589
Current Firm: Bankers Life Advisory Services, Inc.
Dominic Olvera (CRD# 5049589) is an Investment Advisor Representative working at Bankers Life Advisory Services, Inc. in Salem, OR and has over 16 years of experience in the finance industry.
True Private Wealth Advisors, LLC
Ameriprise Financial Services, LLC
|Bankers Life Securities||Salem, OR||Sep 2017 - Current||4|
|Bankers Life||Salem, OR||Aug 2017 - Current||4|
|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|
|Wells Fargo Advisors, LLC||Portland, OR||Oct 2012 - May 2013||< 1|
|Wells Fargo||Salem, OR||Mar 2011 - Oct 2012||1|
|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|
Total Assets Under Management791MILLIONS
Total Number of Accounts5,517ACCOUNTS
Average Account Value$143,329
- A percentage of assets under your management
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
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, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV, WY
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