Oliver Mansour

Employer firm

Raymond James Financial Services Advisors, Inc CRD 149018

$390B regulatory AUM 5,542 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• Educational seminars

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 05/2016 → 10/2017
  Raymond James & Associate, Inc.
  St. Petersburg, FL
• 11/2017 → 07/2021
  Raymond James Financial Services, Inc.
  St. Petersburg, FL
• 03/2018 → 07/2021
  Raymond James Financial Services Advisors Inc.
  St. Petersburg, FL
• 07/2021 → 10/2022
  Lpl Financial
  Fort Mill, SC
• 10/2022 → Present
  Raymond James Financial Services, Inc.
  St. Petersburg, FL
• 10/2022 → Present
  Raymond James Financial Services Advisors, Inc.
  St. Petersburg, FL

Previous Registrations

• 2021-08-25 → 2022-11-10
  Lpl Financial Llc
  Fort Mill, SC
  Clearwater, FL
• 2018-03-15 → 2021-07-28
  Raymond James Financial Services Advisors, Inc
  St. Petersburg, FL
• 2016-07-12 → 2017-10-20
  Raymond James & Associates, Inc.
  St. Petersburg, FL
• 2013-07-02 → 2016-05-25
  Raymond James Financial Services Advisors, Inc
  Memphis, TN
• 2012-01-16 → 2013-02-20
  Morgan Keegan & Company, Llc
  Memphis, TN
  Memphis, TN

Exams

• S66 Uniform Combined State Law Examination
  2012-01-14
• S63 Uniform Securities Agent State Law Examination
  2011-12-08

Other Names

• Oliver Charles Mansour