Oliver Hernandez EstradaCRD Number: 7111688
Current Firm: Goldman Sachs Ayco Personal Financial Management
Oliver Hernandez Estrada (CRD# 7111688) is an Investment Advisor Representative working at Goldman Sachs Ayco Personal Financial Management in Newport Beach, CA and has over 3 years of experience in the finance industry.
Raymond James & Associates, Inc.
Dorman Skorheim Wealth Management LLC
Baker Jensen Investment Advisors, LLC
|Goldman Sachs & Company LLC||Irvine, CA||Jan 2021 - Current||2|
|The Ayco Company, L.p./mercer Allied||Irvine, CA||Apr 2019 - Jan 2021||1|
|Netwrix Corporation||Irvine, CA||Nov 2018 - Apr 2019||< 1|
|National Auto Loan Network||Newport Beach, CA||Feb 2018 - Oct 2018||< 1|
|Balboa Capital||Costa Mesa, CA||Jan 2018 - Jan 2018||< 1|
|Carmax||Costa Mesa, CA||Jun 2013 - Jan 2018||4|
|California State University Long Beach||Long Beach, CA||Aug 2015 - Dec 2017||2|
|Orange Coast College||Costa Mesa, CA||Sep 2010 - Aug 2015||4|
|Quality Suites||Orange, CA||Aug 2011 - Jun 2013||1|
|Exam Code||Name||Passed Date|
|S65||NASAA Investment Advisors Law Examination||Oct 2019|
|S63||Uniform Securities State Law Examination||Sep 2020|
Total Assets Under Management31,819MILLIONS
Total Number of Accounts64,043ACCOUNTS
Average Account Value$496,833
- A percentage of assets under your management
- Hourly charges
- Subscription fees (for a newsletter or periodical)
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Selection of other advisers (including private fund managers)
- Publication of periodicals or newsletters
- Educational seminars/workshops
AK, 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, VI, VT, WA, WI, WV, WY
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