Olac Pallan Gayol (CRD# 4839964) is an Investment Advisor Representative working at Eaglestone Wealth Advisors, Inc. in Rockville, MD and has over 17 years of experience in the finance industry.
CRD# 4092356
David Wealth Management, LLC
CRD# 2247685
Equitable Advisors, LLC
CRD# 5969842
Reframe Wealth, LLC
Company Name | Location | Dates | Years |
---|---|---|---|
Emerson Equity LLC | San Mateo, CA | Aug 2023 - Current | < 1 |
Eaglestone Wealth Advisors Inc. | Rockville, MD | Apr 2023 - Current | 1 |
Merrill Lynch, Pierce, Fenner & Smith Incorporated | New York, NY | Aug 2005 - Mar 2023 | 17 |
Deutsche Bank Americas | New York, NY | Apr 2022 - Dec 2022 | < 1 |
Family Office | Cancun, Quintana Roo, | Jan 2017 - Feb 2022 | 5 |
Jp Morgan Via Kforce | New York, NY | Apr 2017 - Oct 2017 | < 1 |
Jp Morgan Via Kforce | New York, NY | Nov 2015 - Feb 2016 | < 1 |
Royal Bank Of Canada | New York, NY | Nov 2011 - Jan 2015 | 3 |
Exam Code | Name | Passed Date |
---|---|---|
S66 | NASAA Uniform Combined State Law Examination | Jul 2006 |
S65 | NASAA Investment Advisors Law Examination | May 2023 |
S63 | Uniform Securities State Law Examination | Oct 2023 |
- DC
- MD
-
Total Assets Under Management194MILLIONS
-
Total Number of Accounts474ACCOUNTS
-
Average Account Value$408,938
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Other
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers (including private fund managers)
DC, MD
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