Philip Olson, financial advisor Austin TX
93 score

Philip Olson

CRD Number: 5954416
Current Firm: The Art Of Finance LLC

Philip Olson (CRD# 5954416) is an Investment Advisor Representative working at The Art Of Finance LLC in Austin, TX and has over 5 years of experience in the finance industry. Philip Olson has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

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Professional Designations
Company Name Location Dates Years
The Art Of Finance, LLC Austin, TX Oct 2015 - Current 1
Ameritas Investment Corp Lincoln, NE Feb 2014 - Dec 2015 1
Ameritas Life Insurance Corp Lincoln, NE Feb 2014 - Dec 2015 1
Coordinated Financial Group Austin, TX Feb 2014 - Dec 2015 1
New England Securities Austin, TX Jul 2011 - Feb 2014 2
Dede Clark's Kids Acting Austin, TX May 2008 - Jun 2011 3
Center Stage Texas Austin, TX May 2008 - Jun 2011 3
One Day Academy Austin, TX Sep 2010 - May 2011 < 1
Twin Liquors Kyle, TX Aug 2009 - Nov 2009 < 1
Bellagio Bistro Austin, TX Jan 2007 - Jan 2009 2
Teo Austin, TX Mar 2008 - Sep 2008 < 1
Hill Country Pasta House Austin, TX Sep 2005 - Jan 2007 1
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Sep 2011
S65 NASAA Investment Advisors Law Examination Oct 2012
Contact Info for Philip N. Olson
Phone Number: 512-294-4385
Registered State(s):
  • TX
By the Numbers
  • Total Assets Under Management
    3
    MILLIONS
  • Total Number of Accounts
    50
    ACCOUNTS
  • Average Account Value
    $50,000
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States

TX

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BADGES
93
Clean Record
This advisor has a clean track record with regulators.

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