John
Oliva
Arbor Point Advisors
Answer a few questions and
get matched with an advisor.
About this Advisor
John Oliva is a financial advisor based in Saint Petersburg, Florida with 3 years of industry experience. Oliva works at Arbor Point Advisors. Over the course of their career, they have held roles at Bay City Limited Partnership, Securities America Inc, Securities America Advisors, Bankers Life, Nylife Securities LLC, New York Life Insurance Company, Eagle Strategies LLC, Axa Advisors, LLC, Arbor Point Advisors and Securities America, Inc. Oliva holds Series 63 and Series 66 licenses, qualifying them as a securities representative, and is approved to advise clients in Florida. Arbor Point Advisors is a registered investment company based out of La Vista, NE. It has offices in 138 locations and a total of 1,844 financial advisors. It oversees $6 billion in assets under management between its 30,789 accounts, making it one of the largest investment advisory firms in the country by assets under management. Of its 30,789 accounts, just 7% belong to high-net-worth clients who have at least $1 million in assets. Arbor Point Advisors provides a broad assortment of services, such as financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, selection of other advisers and educational seminars. A financial advisor's fees typically are based on which services the firm provides the client. However, fee types charged by Arbor Point Advisors can consist of asset-based, hourly and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
Not sure which advisor is right for you? Use our matching tool.
Our matching tool simplifies the process of finding a financial advisor. To match you with top financial advisors nearby, we ask you a series of questions about your retirement plans, life status, investment goals and advisor preferences, which are all important topics to consider when choosing a financial advisor. Based on that information, we match you with financial advisors near you who suit your needs. Our matching tool has connected more individuals with financial advisors than any other service in the U.S. Click here to get matched with an advisor today.
Arbor Point Advisors Brokerage Details
$6,428,973,356
1,844
30,789
$208,807
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Pension consulting services
- Selection of other advisers
- Educational seminars/workshops
John Oliva Work History
John has been registered as a financial advisor for 3 years.*
Arbor Point Advisors
Securities America, Inc
Axa Advisors, LLC
Nylife Securities LLC
New York Life Insurance Company
Eagle Strategies LLC
Securities America Inc
Securities America Advisors
Bankers Life
Bay City Limited Partnership
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of John Oliva to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Arbor Point Advisors
Springfield, OR
Windsor, CT
Auburn, AL
Spokane, WA
Portland, OR
Deer Lodge, MT
Windsor, CT
Vancouver, WA
The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
The named financial professional and firm have not reviewed, approved, or endorsed this profile and are not responsible for its accuracy. Profile content is produced by SmartAsset independently of any business relationships that might exist between SmartAsset and the named financial professional and firm. Financial professionals and firms having business relationships with SmartAsset receive no special treatment or consideration in SmartAsset’s profiles.
This profile may include a firm or advisor that has a business relationship with SmartAsset, in which SmartAsset is compensated for lead referrals. SmartAsset is not a client of the aforementioned firms or advisors. SmartAsset did not receive compensation for including any of the firms or advisors in the aforementioned profile.
This page contains links to SmartAsset’s financial advisor matching tool, which may or may not match you with the advisor or firm mentioned in this profile. The matching tool does not include all available advisors and firms and matches based on specific criteria (investable assets, geography, and willingness to work with a remote advisor).
Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
