Richard Oleary, financial advisor Tallahassee FL

Richard Oleary

CRD Number: 2771363
Current Firm: Red Hills Capital, LLC

Richard Oleary (CRD# 2771363) is an Investment Advisor Representative working at Red Hills Capital, LLC in Tallahassee, FL and has over 27 years of experience in the finance industry.

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Company Name Location Dates Years
Shearson Financial Services, LLC Boca Raton, FL Apr 2011 - Current 12
Red Hills Capital, LLC Tallahassee, FL Aug 2001 - Current 22
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Sep 1996
S65 NASAA Investment Advisors Law Examination Apr 1997
Contact Info for Richard M. Oleary
Phone Number: 850-425-1110
Registered State(s):
  • FL
By the Numbers
  • Total Assets Under Management
    32
    MILLIONS
  • Total Number of Accounts
    79
    ACCOUNTS
  • Average Account Value
    $401,266
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States

FL

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