Olivia B. Papa
Professional summary
Olivia Boyer Papa, who also goes by Olivia Boyer Chatfield, is a registered financial advisor currently at HPA FINANCIAL GROUP, LLC located in Naples, Florida.
Olivia is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1985. Olivia has worked at 4 firms and has passed the Series 65, Series 63, Series 3 and Series 7 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view Olivia Boyer Papa's CRS (Customer Relationship Summary).
Certified licenses
Experience
October 5, 2017 - Present
HPA FINANCIAL GROUP, LLC
January 15, 1999 - December 31, 2008
PARAGON INVESTMENT ADVISORS LC
July 31, 1993 - January 27, 1999
CITIGROUP GLOBAL MARKETS INC.
July 23, 1985 - July 31, 1993
LEHMAN BROTHERS INC.
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Highlighted states indicate IAR registrations
(10/5/2017)
(8/22/2018)
Exams
Current Firm
HPA FINANCIAL GROUP, LLC
CRD#: 289062 / SEC#:
Contact information
Regulatory assets under management
| Total Number of Accounts | 70 |
| AUM (Assets Under Management) | $ 16,736,677 |
Red Flags
Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.
Check for any disclosures as part of your thorough research when choosing an advisor.
