Matthew Olson (CRD# 7720144) is an Investment Advisor Representative working at Shankland Financial Advisors, LLC in Hendersonville, NC and has 1 year of experience in the finance industry.
CRD# 4333814
Edward Jones
CRD# 7008925
Edward Jones
CRD# 2883544
Beacon Pointe Advisors, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Shankland Financial Advisors, LLC | Hendersonville, NC | Feb 2023 - Current | 1 |
| Thermal Id Technologies | Brea, CA | Sep 2015 - Jan 2023 | 7 |
| Unemployed | Rancho Cucamunga, CA | Jun 2015 - Sep 2015 | < 1 |
| Full Time Education | Rancho Cucamunga, CA | Aug 2011 - Jun 2015 | 3 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S65 | NASAA Investment Advisors Law Examination | Feb 2023 |
- CA
- IL
- NC
-
Total Assets Under Management90MILLIONS
-
Total Number of Accounts431ACCOUNTS
-
Average Account Value$207,752
- A percentage of assets under your management
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
CA, FL, IL, LA, MO, NC, SC, TX
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