Dirk Olds, financial advisor Lancaster PA

Dirk Olds

CRD Number: 2324104
Current Firm: Faithward Advisors, LLC

Dirk Olds (CRD# 2324104) is an Investment Advisor Representative working at Faithward Advisors, LLC in Lancaster, PA and has over 30 years of experience in the finance industry.

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Company Name Location Dates Years
Faithward Advisors LLC Lancaster, PA Dec 2023 - Current < 1
American Portfolios Financial Services, Inc. Holbrook, NY Jan 2014 - Current 10
Olds Financial Group Vestal, NY Oct 2007 - Current 16
Ambassador Advisors, LLC Lancaster, PA Jan 2014 - Dec 2023 9
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination May 1993
S66 NASAA Uniform Combined State Law Examination Jan 2014
Contact Info for Dirk A. Olds
By the Numbers
  • Total Assets Under Management
    649
    MILLIONS
  • Total Number of Accounts
    5,911
    ACCOUNTS
  • Average Account Value
    $109,859
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Other
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)
  • Other
Types of Clients
Registered States

CA, CO, DE, FL, GA, IL, IN, LA, MD, MN, NC, NJ, NY, OH, PA, SC, TN, TX, VA, VT, WA

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