Robert Evan Oliver
CFP®Professional Summary
Robert Evan Oliver, CFP®, who also goes by R Evan Oliver, is a registered financial advisor currently at VERITY WEALTH ADVISORS, LLC located in Sausalito, California. Robert is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1993. Robert has worked at 3 firms and has passed the Series 63, Series 55, Series 7, Series 3, Series 10 and Series 9 exams.
At a Glance
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Who I Serve
Services Offered
- Financial Planning
- Estate & Legacy Planning
- Investment Management
- Risk Management & Insurance
- Health Care & Long-Term Care Planning
Specializations
Other Aliases
R Evan Oliver
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Videos & Posts
This advisor has not added any videos or posts yet.
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Contact Information
Direct
(xxx) xxx-xxxx
linkedin.com/in/xxxxxx
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Disclosures are events reported to regulators, such as customer disputes, regulatory actions, employment separations, or financial events. Some are resolved, denied, or contested — a disclosure is not a verdict. We recommend asking an advisor directly about any disclosure on their record.
Disclosures on record.
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.
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Credentials
Years of Experience
33 years in the financial services industry
Current & Past Employments
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Current Firm
VERITY WEALTH ADVISORS, LLC
Contact Information
Main Address
One Harbor Drive Suite 300, Sausalito, CA 94965Phone Number
(415) 561-3340# of Employees
2SEC notice filing (2 States and Territories)
Registered to provide investment advisory services in 2 US states and territories.
Documents
Part 2 Brochures
Regulatory Assets Under Management
Total Number of Accounts
52AUM (Assets Under Management)
$278,532,127Similar Advisors
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Other business activities
Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
The advisor shows no other business activity.
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Primary Firm SEC Registration
VERITY WEALTH ADVISORS, LLC
State Registrations and Notice Filings
(1/14/2004)
Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.
Exams
Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.
Series 55 — Limited Representative-Equity Trader Exam
Passed Oct 1998Series 10 — General Securities Sales Supervisor - General Module Examination
Passed Feb 2001About the Series 10 examSeries 9 — General Securities Sales Supervisor - Options Module Examination
Passed Feb 2001About the Series 9 examSimilar Advisors
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CRS (Client Relationship Summary) - RIA
Click below to view Robert Evan Oliver's CRS (Customer Relationship Summary).
Services Offered by Robert
- Financial Planning
- Estate & Legacy Planning
- Investment Management
- Risk Management & Insurance
- Health Care & Long-Term Care Planning
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