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Oliver Mansour

14 Years of Experience
Saint Petersburg, FL
Broker

Oliver Mansour is a registered investment advisor at Raymond James Financial Services Advisors, INC, based in Saint Petersburg, FL, with 14 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

880 Carillon Parkway, Saint Petersburg, FL, 33716

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History

Regulatory History
Clean regulatory record

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

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Employment History
Current Registrations
Raymond James Financial Services Advisors, INC
December 2022 - Present · 3 yrs 5 mos
Raymond James Financial Services, INC.
November 2022 - Present · 3 yrs 6 mos
Raymond James Financial Services, INC.Broker
November 2022 - Present · 3 yrs 6 mos
Previous Registrations
LPL Financial LLC
August 2021 - November 2022 · 1 yr 3 mos
LPL Financial LLCBroker
August 2021 - November 2022 · 1 yr 3 mos
Raymond James Financial Services Advisors, INC
March 2018 - July 2021 · 3 yrs 4 mos
Raymond James Financial Services, INC.Broker
November 2017 - July 2021 · 3 yrs 8 mos
Raymond James & Associates, INC.
July 2016 - October 2017 · 1 yr 3 mos
Raymond James & Associates, INC.Broker
June 2016 - October 2017 · 1 yr 4 mos
Raymond James Financial Services Advisors, INC
July 2013 - May 2016 · 2 yrs 10 mos
Raymond James Financial Services, INC.Broker
March 2013 - May 2016 · 3 yrs 2 mos
Morgan Keegan & Company, INC.
January 2012 - February 2013 · 1 yr 1 mo
Morgan Keegan & Company, INC.Broker
October 2011 - February 2013 · 1 yr 4 mos
State Registrations14 states
ALARDCFLGAKYLAMDMSNCSCTNVAWV
AdvisorBrokerBoth

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.
Oliver Mansour - Financial Advisor | TrueAdvisor