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George Oliver

30 Years of Experience
Fort Worth, TX
Broker

George Oliver is a registered investment advisor at Raymond James & Associates, INC., based in Fort Worth, TX, with 30 years of industry experience. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 2 more. Their firm serves 531,617 clients with $500B in assets under management.

Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
5669 advisors
IM Fee
Planning only
Assets Under Management
$501.0B

Fee Structure

Investment management only (planning not offered)
Hourly Rate:Up to $400/hr
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Location

3230 Camp Bowie Blvd, Suites 400 and 775, Fort Worth, TX, 76107

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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

George is a board member and treasurer for the Fort Worth chapter of the Society of Financial Service Professionals. He dedicates minimal time to this professional organization.

Employment History
Current Registrations
Raymond James & Associates, INC.
January 2019 - Present · 7 yrs 4 mos
Raymond James & Associates, INC.
January 2019 - Present · 7 yrs 4 mos
Raymond James & Associates, INC.Broker
January 2019 - Present · 7 yrs 4 mos
Previous Registrations
Robert W. Baird & CO. Incorporated
March 2011 - February 2019 · 7 yrs 11 mos
Robert W. Baird & CO. IncorporatedBroker
March 2011 - February 2019 · 7 yrs 11 mos
Wells Fargo Advisors, LLC
January 2008 - March 2011 · 3 yrs 2 mos
Wells Fargo Advisors, LLCBroker
January 2008 - March 2011 · 3 yrs 2 mos
A. G. Edwards & Sons, INC.
August 2002 - January 2008 · 5 yrs 5 mos
A. G. Edwards & Sons, INC.Broker
March 1996 - January 2008 · 11 yrs 10 mos
State Registrations18 states
CACOFLGAILKSMONCNDNMNYOKORTXUTVAWAWI
AdvisorBrokerBoth

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Exams
No exam information available for this advisor.