Timothy OlsonCRD Number: 5972286
Current Firm: Waddell & Reed
Timothy Olson (CRD# 5972286) is an Investment Advisor Representative working at Waddell & Reed in Las Vegas, NV and has over 4 years of experience in the finance industry.
Kingsbridge Wealth Management, Inc.
Hornor, Townsend & Kent, Inc.
Cathay Consultants Ltd.
|Various Insurance Carriers For W & R Insurance Agencies||Las Vegas, NV||May 2012 - Current||4|
|Waddell & Reed, Inc.||Las Vegas, NV||Sep 2011 - Current||5|
|Unemployed||Los Gatos, CA||May 2011 - Sep 2011||< 1|
|Student||Los Gatos, CA||Aug 2000 - May 2011||10|
|Conquest Advisors||New York, NY||May 2009 - Jul 2009||< 1|
|Epic Records||Beverly Hills, CA||May 2008 - Aug 2008||< 1|
|Los Gatos Swim And Racquet||Los Gatos, CA||Apr 2005 - Aug 2007||2|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Nov 2011|
Total Assets Under Management18,309MILLIONS
Total Number of Accounts149,599ACCOUNTS
Average Account Value$122,387
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- 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, 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