SO
Stacey Oliveira
Lpl Registered Principal at Mariner Advisor Network
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Work Experience
Lpl Registered Principal
Feb 2014 - Present · 10 years and 10 months
Financial Advisor And Osj
May 2008 - Jan 2014 · 5 years and 8 months
Administrative Assistant
Oct 2004 - Jul 2005 · 9 months
Company Details
501-1000 Employees
Our mission is simple: add real value to your business. Mariner Advisor Network comprises a highly specialized group of business, investment, operational, and compliance professionals dedicated to serving the needs of an elite community of independent financial advisors. United by a common bond of excellence and the desire to elevate their practices, our advisors partner with us in the pursuit of growth, efficiency, acquisition strategies and seamless succession plans. Mariner Advisor Network is a firm that supports its investment advisor representatives as well as a distribution arm for resources that that support independent financial advisors. These resources may include administrative support, investment consulting, paraplanning, proposal generation, and others directly to financial advisors. Mariner Advisor Network is a brand utilized by Mariner Independent Advisor Network (“MIAN”) and Mariner Platform Solutions (“MPS”). Investment advisory services are offered through Investment Adviser Representatives registered with MIAN or MPS, each an SEC registered investment adviser. For additional information about MIAN or MPS, including fees and services, please contact MIAN / MPS or refer to the Investment Adviser Public Disclosure website (www.adviserinfo.sec.gov). Please read the disclosure statement carefully before you invest or send money. For information about which firm your advisor is registered with, please refer to the Investment Adviser Public Disclosure website (www.adviserinfo.sec.gov) or the Form ADV 2B provided by your advisor.
Year Founded
2020
Social Media
Linkedin
Industry
Financial Services
HQ Location
3610 American River Drive Suite 120 Sacramento, California 95864, US
Keywords
NetworkingEducatioAdvocacyAccessCoachingSupport
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