BO
Barry W. Oliver
EARNED WEALTH ADVISORS
WALNUT CREEK, CA 94598
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CRD#: 4371320
BO
Professional summary
Barry Wilson Oliver is a registered financial advisor currently at EARNED WEALTH ADVISORS, LLC located in Walnut Creek, California.
Barry is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2024. Barry has worked at 2 firms .
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
None
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.
GEOTC I, LLC, NOT INVESTED RELATED, NO PHYSICAL ADDRESS, MEMBER OF LLC, MAY 2015, 2 HOURS DEVOTED PER MONTH, 2 HOURS PER MONTH DURING TRADING HOURS, APPROVE BILLS, PAY BILLS AND CONSULT WITH OTHER MEMBERS ON BUSINESS OPTIONS
CRS (Client Relationship Summary) - RIA
Click below to view Barry Wilson Oliver's CRS (Customer Relationship Summary).
Certified licenses
Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
NoneExperience
Current
September 10, 1999 - Present
EARNED WEALTH ADVISORS, LLC
Office #1: 165 Lennon Lane, Ste 200, Walnut Creek, CA 94598RIA
CRD#: 108052
WALNUT CREEK, CA
Past
August 1, 2024 - January 4, 2025
EARNED WEALTH
RIA
CRD#: 316933
WALNUT CREEK, CA
Primary Firm SEC Registration
This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
EW
EARNED WEALTH ADVISORS, LLC
CAPITAL PERFORMANCE ADVISORS LLC | THOMAS WIRIG DOLL | THOMAS DOLL | OJM GROUP | EARNED WEALTH ADVISORS, LLC | EARNED WEALTH | CAPITAL PERFORMANCE ADVISORS, INC. | CAPITAL PERFORMANCE ADVISORS LLP
CRD#: 108052 / SEC#: 801-57727
RIA
Registered Investment Advisory firm - (7/10/2000 Approved)State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.Highlighted states indicate IAR registrations
IAR
California(9/10/1999)
IAR
Texas(2/21/2023)
Exams
Current Firm
EW
EARNED WEALTH ADVISORS, LLC
CAPITAL PERFORMANCE ADVISORS LLC | THOMAS WIRIG DOLL | THOMAS DOLL | OJM GROUP | EARNED WEALTH ADVISORS, LLC | EARNED WEALTH | CAPITAL PERFORMANCE ADVISORS, INC. | CAPITAL PERFORMANCE ADVISORS LLP
CRD#: 108052 / SEC#: 801-57727
RIA
Registered Investment Advisory firm - (7/10/2000 Approved)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
165 Lennon Lane Suite 200, Walnut Creek, CA 94598
Mailing Address
Phone number
(925) 939-2500
Established
Firm type
Fiscal year end
# of Employees
39
SEC notice filing (27 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 3,544 |
| AUM (Assets Under Management) | $ 1,916,730,533 |
Red Flags
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Check for any disclosures as part of your thorough research when choosing an advisor.
Company Information
EARNED WEALTH ADVISORS, LLC
CRD#: 108052Walnut Creek, CA 94598TRUST BUT VERIFY
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