Ray OlsonCRD Number: 3125979
Current Firm: Signator Investors, Inc.
Ray Olson (CRD# 3125979) is an Investment Advisor Representative working at Signator Investors, Inc. in Midlothian, VA and has over 18 years of experience in the finance industry.
Morse Capital Partners, LLC
Hornor, Townsend & Kent, Inc.
Financial Freedom Planners
|Kestra Advisory Services, LLC||Midlothian, VA||Jul 2016 - Current||< 1|
|Signator Investors, Inc.||Midlothian, VA||May 2016 - Current||< 1|
|Transamerica Financial Advisors, Inc.||Midlothian, VA||Sep 1998 - Current||18|
|Olson Financial Group, LLC||Midlothian, VA||Feb 2002 - Dec 2008||6|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Oct 1998|
|S65||NASAA Investment Advisors Law Examination||Nov 1998|
Total Assets Under Management2,196MILLIONS
Total Number of Accounts25,384ACCOUNTS
Average Account Value$86,500
- 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
- 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
AK, AL, AR, 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, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV
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