Mario Leon Oliver
Investment adviser representative at First Command Advisory Services
10 yearsExperience
1 stateRegistered in
$24.4BFirm assets
21 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
10 years in the industry.
- First Command Insurance Services, Inc.Nov 2020 to now
- First Command Advisory Services, Inc.Oct 2020 to now
- First Command Brokerage Services IncNov 2019 to now
- UnemployedSep 2019 to Nov 2019
- Leidos IncAug 2018 to Aug 2019
- Sterling Medical IncJul 2018 to Aug 2018
- US ArmyJul 2016 to Jul 2018
Exams passed
- Series 66 · Uniform Combined State Law2020
State registrations
Registered as an investment adviser representative in 1 state (WA).
First Command Advisory Services
$24.4BAssets managed
113,591Clients
1,027Advisers
21 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
- 7201262
- Firm CRD
- 281958