Dirk Olds (CRD# 2324104) is an Investment Advisor Representative working at Faithward Advisors, LLC in Lancaster, PA and has over 30 years of experience in the finance industry.
CRD# 2503103
Merrill Lynch, Pierce, Fenner & Smith Incorporated
CRD# 5372026
Rkl Private Wealth
CRD# 1255111
Merrill Lynch, Pierce, Fenner & Smith Incorporated
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Faithward Advisors LLC | Lancaster, PA | Dec 2023 - Current | < 1 |
| American Portfolios Financial Services, Inc. | Holbrook, NY | Jan 2014 - Current | 10 |
| Olds Financial Group | Vestal, NY | Oct 2007 - Current | 16 |
| Ambassador Advisors, LLC | Lancaster, PA | Jan 2014 - Dec 2023 | 9 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | May 1993 |
| S66 | NASAA Uniform Combined State Law Examination | Jan 2014 |
- NY
- PA
-
Total Assets Under Management741MILLIONS
-
Total Number of Accounts5,347ACCOUNTS
-
Average Account Value$138,576
- 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
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Other
CA, CO, DE, FL, GA, IL, IN, LA, MD, MN, NC, NJ, NY, OH, PA, SC, TN, TX, VA, VT, WA
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