Rick Oldham, Cfp® Email and Phone Number

I serve as a Senior Relationship Manager for RAA. I enjoy the personal relationships I have with clients and helping them achieve their goals. Our firm is a fee-only independent investment advisor that specializes in retirement income planning. We offer full financial planning services.

Lead Advisor @ Advisor Financial Services, LLP, a fee-only independent investment advisor and financial services company. We provide independent investment advisor services for private wealth management clients and full financial planning services with a focus on retirement planning. My firm is CEFEX certified (fiduciary).

E*TRADE Financial, 2011Provide clients in gold and elite level service with full range of financial planning services including tax, retirement, brokerage, bank, estate and corporate stock plan services. Receive recognition for providing outstanding service and for growing Etrade's asset base. Results were achieved by providing exceptional service, sound financial planning advice and being a strong advocate for the client's best interests. Passed all broker licensing exams including series 7 with highest grades in my class.

New England Financial, 2008 - 2010Build clientele with a planning process based on client goals and objectives. Represent full range of financial products including life, health, disability, long term care, annuities, mutual funds, managed accounts, company benefits, qualified and nonqualified plans. Earned Super Starter Award for $20,000 in new revenue in first 19 weeks. Earned top producer recognition in 3rd quarter of 2009. Work in an open architecture firm giving clients a broad range of products to fill their financial needs. Represent over 90 insurance companies, hundreds of mutual funds and Wealth Management Services.Completed advanced training in Estate Planning, Charitable Giving, Business Succession, and Employee Benefit Planning including pension, profit sharing and stock options. Develop own marketing, prospecting, and advertising plan to produce warm leads enabling the most efficient use of available time to produce new business.Utilize planning software programs including Profiles Professional, Profiles Forecaster, Fidelity Retirewise, and Morningstar Advisor Workstation. FINRA Series 6 & 63 registrations. Life, Health and Variable Insurance licenses in Georgia and