Pablo Oliva (CRD# 6164105) is an Investment Advisor Representative working at Northsight Wealth Management in Scottsdale, AZ and has over 10 years of experience in the finance industry.
CRD# 2794155
Aegis Wealth Partners, LLC
CRD# 4607086
Origin Investment Advisory LLC
CRD# 4091287
Atlas Lifestyle Planning Group LLC
Company Name | Location | Dates | Years |
---|---|---|---|
Northsight Wealth Management, LLC | Phoenix, AZ | Jan 2022 - Current | 2 |
Sun Valley Financial, LLC | Phoenix, AZ | Feb 2021 - Current | 3 |
Integrated Financial Solutions, Pllc | Mesa, AZ | Nov 2018 - Current | 5 |
Axa Advisors, LLC | New York, NY | May 2017 - Nov 2018 | 1 |
Clarus Wealth Advisors, LLC | Peoria, AZ | Oct 2016 - May 2017 | < 1 |
Wfg Investments, Inc. | Peoria, AZ | Oct 2014 - May 2017 | 2 |
Wfg Advisors, LP | Peoria, AZ | Oct 2014 - May 2017 | 2 |
Metlife Securities Inc. | Tempe, AZ | Jun 2014 - Oct 2014 | < 1 |
Lpl Financial | Phoenix, AZ | Nov 2013 - Jun 2014 | < 1 |
Desert Schools Fcu | Phoenix, AZ | Nov 2013 - Jun 2014 | < 1 |
Exam Code | Name | Passed Date |
---|---|---|
S63 | Uniform Securities State Law Examination | May 2013 |
S66 | NASAA Uniform Combined State Law Examination | Dec 2013 |
Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, financial matters, and other matters required to be disclosed in which the advisor has been involved.
Get Details on the FINRA Advisor Check site- AZ
- TX
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Total Assets Under Management44MILLIONS
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Total Number of Accounts217ACCOUNTS
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Average Account Value$202,106
- A percentage of assets under your management
- Hourly charges
- Other
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
AZ, PR, TX
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