Wendy Olson, financial advisor Lake Oswego OR

Wendy Olson

CRD Number: 1903253
Current Firm: Wedbush Securities Inc.

Wendy Olson (CRD# 1903253) is an Investment Advisor Representative working at Wedbush Securities Inc. in Lake Oswego, OR and has over 35 years of experience in the finance industry.

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Company Name Location Dates Years
Wedbush Securities Inc. Los Angeles, CA Feb 2021 - Current 3
Stancorp Equities, Inc./stancorp Investment Advisers Portland, OR Jan 2020 - Feb 2021 1
Nyse Chicago, Inc. Chicago, IL Aug 2016 - Dec 2019 3
Postnet Glenview, IL Nov 2013 - Jun 2016 2
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Jul 1989
S65 NASAA Investment Advisors Law Examination Dec 2001
Disclosure Information

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, financial matters, and other matters required to be disclosed in which the advisor has been involved.

Get Details on the FINRA Advisor Check site
Contact Info for Wendy L. Olson
Phone Number: 213-688-8000
Registered State(s):
  • OR
By the Numbers
  • Total Assets Under Management
    4,502
    MILLIONS
  • Total Number of Accounts
    9,055
    ACCOUNTS
  • Average Account Value
    $497,178
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
  • Commissions
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, WY

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