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John Richard Oliver

MUTUAL SECURITIES INC. OF CALIFORNIA·CAMARILLO, California
Unclaimed Profile
807-A CAMARILLO SPRINGS ROAD, CAMARILLO, CA 93012CRD# 726689Firm CRD# 13092
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About

John Richard Oliver is a registered financial advisor based in CAMARILLO, California, affiliated with MUTUAL SECURITIES INC. OF CALIFORNIA. This profile is generated from public SEC and FINRA registration data.

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Focus Areas

Specialties
Investment Management
Wealth Management
Client Types
Individuals
03

Firm Overview

Firm
MUTUAL SECURITIES INC. OF CALIFORNIA
MUTUAL SECURITIES, INC.
AUM
$39M
Regulatory assets under management
Employees
11
Total firm employees
View all advisors at MUTUAL SECURITIES INC. OF CALIFORNIA →
Services
Portfolio management (individuals)
Selection of other advisers
Publication of periodicals/newsletters
Security ratings or pricing services
Other
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Background

Compensation
Percentage of AUM
Hourly charges
Subscription fees
Commissions
Regulatory
SEC/IARD CRD# 726689
Firm CRD# 13092
2 disclosures on file
View on FINRA BrokerCheck →

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Frequently Asked Questions

What services does John Richard Oliver offer?
John Richard Oliver specializes in Investment Management, Wealth Management. Contact their office in CAMARILLO, California for a consultation.
What are John Richard Oliver's credentials?
John Richard Oliver is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is John Richard Oliver located?
John Richard Oliver is based in CAMARILLO, California, working with MUTUAL SECURITIES INC. OF CALIFORNIA. Their office serves clients in the CAMARILLO metropolitan area and surrounding communities.
How does John Richard Oliver charge for services?
John Richard Oliver's firm is compensated through percentage of aum, hourly charges, subscription fees, commissions. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is MUTUAL SECURITIES INC. OF CALIFORNIA?
MUTUAL SECURITIES INC. OF CALIFORNIA has approximately 11 employees and manages $39M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other advisors in CAMARILLO
Marilyn Stevens Bernzott — BERNZOTT CAPITAL ADVISORSPatrick Storm Steele — BERNZOTT CAPITAL ADVISORSGerald Joseph Zins — SUMMIT WEALTH MANAGEMENT GROUP, INC.Dustin Ryan Dockter — SUMMIT WEALTH MANAGEMENT GROUP, INC.Kevin Bernzott — BERNZOTT CAPITAL ADVISORS
Nearby cities in California
SAN FRANCISCO (3797)LOS ANGELES (2042)MENLO PARK (796)SAN DIEGO (729)PALO ALTO (715)
City Guides
SAN FRANCISCO GuideLOS ANGELES GuideMENLO PARK GuideSAN DIEGO GuidePALO ALTO Guide
Research
Advisor Fees in CaliforniaNational Fee Analysis
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