Robert Evan Oliver
Investment adviser representative at Verity Wealth Advisors, LLC
23 yearsExperience
1 stateRegistered in
CFP® certification, CFADesignations
$278.5MFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
23 years in the industry.
- Verity Wealth Advisors, LLCJan 2003 to now
Designations
- CFP® certification
- CFA
Exams passed
- Series 63 · Uniform Securities Agent State Law1993
State registrations
Registered as an investment adviser representative in 1 state (CA).
Verity Wealth Advisors, LLC
$278.5MAssets managed
52Clients
2Advisers
23 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 2407919
- Firm CRD
- 126742