George Wesley Oliver

Employer firm

Raymond James & Associates, Inc. CRD 705

$501B regulatory AUM 2,231 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

• 03/2011 → 01/2019
  Robert W Baird & Co Incorp
  Fort Worth, TX
• 01/2019 → Present
  Raymond James & Associates, Inc
  Fort Worth, TX

Previous Registrations

• 2011-03-11 → 2019-02-05
  Robert W. Baird & Co. Incorporated
  Fort Worth, TX
• 2008-01-01 → 2011-03-14
  Wells Fargo Clearing Services, Llc
  Fort Worth, TX
• 2002-08-22 → 2008-01-01
  A. G. Edwards & Sons, Inc.
  Fort Worth, TX
  St. Louis, MO
  Fort Worth, TX

Other Businesses

Name: Society of Financial Service Professionals; Not investment-related; Address: 3803 West Chester Pike, Suite 225, Newtown Square, PA 19073; Nature: Professional Organization; Role: Board Member / Treasurer (first year); Start Date: 3/22/18; Appx hrs: 5 hours per month; Hrs during trading: 2 hours per month; Duties: On the board of the local Fort Worth Chapter

Exams

• S63 Uniform Securities Agent State Law Examination
  1996-03-22

Other Names

• Wes Oliver
• George W Oliver