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Corbin Oliver

11 Years of Experience
Rochester, NY
1 DisclosureBroker

Corbin Oliver is a registered investment advisor at Wells Fargo Advisors, based in Rochester, NY, with 11 years of industry experience. Their practice areas include Retirement Planning. Their firm serves 401,726 clients with $200B in assets under management.

Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
3710 advisors
IM Fee
Planning only
Assets Under Management
$197.4B

Fee Structure

Investment management only (planning not offered)

Detailed fee information is not available for this advisor. View their full brochure on SEC.gov for fee details.

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Location

572 Titus Ave, Rochester, NY, 14617

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History

Regulatory History (1)
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Criminal
January 2011
Final Disposition
Other Business Activities

Corbin serves as successor co-executor, co-trustee, and power of attorney for his grandmother's will and as executor for his sister's will, dedicating minimal time to these roles. He is also a finance committee member for the Wakemed Foundation, spending minimal time on this activity.

Employment History
Current Registrations
Wells Fargo Advisors
March 2025 - Present · 1 yr 2 mos
Wells Fargo Advisors Financial Network, LLCBroker
March 2025 - Present · 1 yr 2 mos
Previous Registrations
Osaic Wealth, INC.
November 2018 - April 2025 · 6 yrs 5 mos
Osaic Wealth, INC.Broker
November 2018 - April 2025 · 6 yrs 5 mos
Signator Investors, INC.
September 2014 - November 2018 · 4 yrs 2 mos
Signator Investors, INC.Broker
August 2014 - November 2018 · 4 yrs 3 mos
State Registrations8 states
CODEGANCTXUTVAWA
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.
Corbin Oliver - Financial Advisor | TrueAdvisor