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Richard Oliver

40 Years of Experience
Lafayette, LA
Broker

Richard Oliver is a registered investment advisor at Raymond James Financial Services Advisors, INC, based in Lafayette, LA, with 40 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
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
6484 advisors
IM Fee
Planning only
Assets Under Management
$390.0B

Fee Structure

Hourly Rate:Up to $400/hr
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Location

1018 Harding Street, Suite 205A, Lafayette, LA, 70503

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

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Other Business Activities

Richard is involved in agriculture/farming, dedicating minimal time to it. He is also the CEO and President of Oliver Investments, a support company, spending minimal time on this role as well.

Employment History
Current Registrations
Raymond James Financial Services Advisors, INC
June 2009 - Present · 16 yrs 11 mos
Raymond James Financial Services, INC.Broker
January 1999 - Present · 27 yrs 4 mos
Previous Registrations
Robert Thomas Securities, INCBroker
August 1995 - January 1999 · 3 yrs 5 mos
Legg Mason Wood Walker, IncorporatedBroker
October 1988 - August 1995 · 6 yrs 10 mos
Howard, Weil, Labouisse, Friedrichs INC.Broker
May 1987 - October 1988 · 1 yr 5 mos
Prudential-Bache Securities INC.Broker
August 1985 - August 1986 · 1 yr
First Jersey Securities, INC.Broker
February 1985 - July 1985 · 5 mos
State Registrations16 states
ALARCACOFLGALAMOMSNCNVNYOKTNTXWA
AdvisorBrokerBoth

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Exams
No exam information available for this advisor.