John R. Oliver
Professional summary
John Raymond Oliver is a registered financial advisor currently at AGILE WEALTH PARTNERS located in Brighton, Michigan.
John is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2004. John has worked at 5 firms and has passed the Series 65, Series 63, SIE, Series 7 and Series 6 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view John Raymond Oliver's CRS (Customer Relationship Summary).
Certified licenses
Experience
April 26, 2019 - Present
AGILE WEALTH PARTNERS
November 4, 2016 - February 27, 2019
EXECUTIVE WEALTH MANAGEMENT, LLC
July 5, 2011 - November 28, 2016
LPL FINANCIAL LLC
July 5, 2011 - November 28, 2016
LPL FINANCIAL LLC
October 29, 2010 - July 5, 2011
UVEST FINANCIAL SERVICES GROUP, INC.
March 6, 2008 - July 5, 2011
UVEST FINANCIAL SERVICES GROUP, INC.
July 23, 2004 - April 12, 2006
FORESTERS EQUITY SERVICES, 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
(4/26/2019)
Exams
Current Firm
AGILE WEALTH PARTNERS
CRD#: 302019 / SEC#:
Contact information
Regulatory assets under management
| Total Number of Accounts | 100 |
| AUM (Assets Under Management) | $ 26,050,000 |
Red Flags
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