Lisa Olinger, financial advisor Cedar Rapids IA

Lisa Olinger

CRD Number: 3043349
Current Firm: Merrill Lynch, Pierce, Fenner & Smith Incorporated

Lisa Olinger (CRD# 3043349) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Cedar Rapids, IA and has over 24 years of experience in the finance industry.

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Company Name Location Dates Years
Bank Of America, N.a. Cedar Rapids, IA Jul 2011 - Current 11
Merrill Lynch, Pierce, Fenner & Smith Incorporated Cedar Rapids, IA Jun 2006 - Current 16
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Jun 1998
S65 NASAA Investment Advisors Law Examination Nov 2000
Contact Info for Lisa Olinger
Phone Number: 800-637-7455
Registered State(s):
  • IA
By the Numbers
  • Total Assets Under Management
    1,283,838
    MILLIONS
  • Total Number of Accounts
    2,825,602
    ACCOUNTS
  • Average Account Value
    $454,359
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
  • Commissions
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for pooled investment vehicles (other than investment companies)
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Other
Types of Clients
Registered States

AK, AL, AR, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, PA, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY

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