Robin Oliver
Robin Oliver is a CFP-designated registered investment advisor at Raymond James Financial Services Advisors, INC, based in Oakdale, NY, with 37 years of industry experience. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 2 more. Their firm serves 508,439 clients with $390B in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Location
Oakdale, NY
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Robin is the trustee of the Oliver Trust, managing trust and property assets since 2012. This activity requires a few hours per week.
Employment History
Current Registrations
Raymond James Financial Services Advisors, INC
Raymond James Financial Services, INC.
Raymond James Financial Services, INC.Broker
Previous Registrations
First Investors CorporationBroker
Tucker Anthony IncorporatedBroker
State Registrations12 states
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