RE
Robert Evan Oliver
CRD 2407919
Certified Financial Planner
Chartered Financial Analyst
Firms
| Firm | Role | As of |
|---|---|---|
| Verity Wealth Advisors, Llc | Registered representative | 07/20/2026 |
Roster data from IAPD; titles from the firms' websites where enriched.
Ownership stakes
-
Verity Wealth Advisors, Llc
Principal, Chief Compliance Officer · 75% or more · Feb 2024
From Form ADV Schedule A/B filings.
Source
Registration data from IAPD (investment adviser representatives feed). View on IAPD ↗