Alan OlsonCRD Number: 1831698
Current Firm: Voya Financial Advisors, Inc.
Alan Olson (CRD# 1831698) is an Investment Advisor Representative working at Voya Financial Advisors, Inc. in Greenville, SC and has over 28 years of experience in the finance industry.
Erisa Plan Services Inc.
Eagle Strategies LLC
Securities America Advisors, Inc.
|Voya Financial Advisors||Centreville, VA||Sep 2014 - Current||2|
|Olsinvest Financial||Centerville, VA||Jun 2003 - Current||13|
|Ing Financial Partners Inc.||Centreville, VA||Feb 2013 - Sep 2014||1|
|Axa Advisors, LLC||New York, NY||Jul 2009 - Feb 2013||3|
|Washington Square Securities, Inc.||Centreville, VA||Jun 2003 - Jul 2009||6|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Jun 1988|
|S65||NASAA Investment Advisors Law Examination||Dec 1999|
Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, and financial matters in which the advisor has been involved. On the most recent filing submitted to FINRA, this advisor had a disclosure event.Reported Disclosure Event:
- Customer Dispute
Total Assets Under Management9,298MILLIONS
Total Number of Accounts59,441ACCOUNTS
Average Account Value$156,432
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
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, VT, WA, WI, WV