Gary Olson, financial advisor Edmond OK
96 score

Gary Olson

CRD Number: 5902580
Current Firm: Investors Capital Advisory

Gary Olson (CRD# 5902580) is an Investment Advisor Representative working at Investors Capital Advisory in Edmond, OK and has over 5 years of experience in the finance industry. Gary 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
Investors Capital Corporation Lynnfield, MA Aug 2014 - Current 2
Lane Financial Strategies Edmond, OK Sep 2013 - Current 3
Ing Financial Partners, Inc. Edmond, OK Oct 2012 - Current 4
Research Holdings, LLC Edmond, OK Jan 2006 - Current 10
Heartland Payment Systems Edmond, OK Jan 2004 - Current 12
Lane Financial Edmond, OK Jan 1996 - Current 20
Cameron Financial Strategies Oklahoma City, OK Dec 2012 - Sep 2013 < 1
Cameron Financial Services Oklahoma City, OK Sep 2012 - Sep 2013 1
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Nov 2012
S65 NASAA Investment Advisors Law Examination May 2011
Contact Info for Gary L. Olson
Phone Number: 800-949-1422
Registered State(s):
  • OK
By the Numbers
  • Total Assets Under Management
    1,571
    MILLIONS
  • Total Number of Accounts
    7,960
    ACCOUNTS
  • Average Account Value
    $197,401
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • 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)
  • Educational seminars/workshops
Types of Clients
Registered States

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

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BADGES
96
Clean Record
This advisor has a clean track record with regulators.

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