Van Olmstead (CRD# 815874) is an Investment Advisor Representative working at R. F. Lafferty & Company, Inc. in Chadds Ford, PA and has over 43 years of experience in the finance industry. Van Olmstead has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
CRD# 2972218
Lpl Financial LLC
CRD# 6180296
Oppenheimer & Company Inc.
CRD# 6436358
Planning Capital Management Corp.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Rf Lafferty & Co Inc. | New York, NY | Oct 2015 - Current | 8 |
| Fulcrum Securities Inc. | Exton, PA | Sep 2010 - Current | 13 |
| Fulcrum Advisory Services | Exton, PA | Sep 2010 - Current | 13 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Mar 1981 |
| S65 | NASAA Investment Advisors Law Examination | Jul 1996 |
- DE
- NJ
- NC
- PA
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Total Assets Under Management91MILLIONS
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Total Number of Accounts148ACCOUNTS
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Average Account Value$614,053
- A percentage of assets under your management
- Commissions
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
CA, CT, DC, DE, FL, GA, KY, MA, MD, NC, NJ, NY, OR, PA, VA
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