Olivia Keys (CRD# 5813726) is an Investment Advisor Representative working at Smartpath Advisors in Atlanta, GA and has over 11 years of experience in the finance industry.
CRD# 7069825
Beacon Global Advisor Network, LLC
CRD# 5338514
Rollins Financial Advisors, LLC
CRD# 5822473
Rockefeller Capital Management
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Smartpath, Inc. | Atlanta, GA | May 2022 - Current | 2 |
| Smartpath Advisors, LLC | Atlanta, GA | Sep 2019 - Current | 4 |
| Smartpath, Inc. | Atlanta, GA | Mar 2019 - May 2022 | 3 |
| Merit Financial Group, Llc (dba: Merit Financial Advisors, Llc) | Alpharetta, GA | Oct 2014 - Mar 2019 | 4 |
| Lpl Financial LLC | Alpharetta, GA | Oct 2014 - Mar 2019 | 4 |
| Cambridge Investment Research, Inc. | Fairfield, IA | Nov 2012 - Aug 2014 | 1 |
| Cornerstone Advisors Group, LLC | Atlanta, GA | Oct 2012 - Aug 2014 | 1 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Feb 2013 |
| S65 | NASAA Investment Advisors Law Examination | Oct 2013 |
- GA
- TX
-
Total Assets Under Management0MILLIONS
-
Total Number of Accounts0ACCOUNTS
-
Average Account Value$0
- Other
- Financial planning services
AL, AZ, CA, CO, DC, FL, GA, IA, IL, KS, LA, MA, MD, MI, MN, MO, MS, NC, NH, NJ, NY, OH, OK, OR, PA, TN, TX, VA, WA, WI
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