Dex OlsonCRD Number: 6147188
Current Firm: Strategic Advisers, Inc.
Dex Olson (CRD# 6147188) is an Investment Advisor Representative working at Strategic Advisers, Inc. in Salt Lake City, UT and has over 4 years of experience in the finance industry.
Uma Financial Services Inc.
Brighton Wealth Management, Inc.
|Fidelity Investments||American Fork, UT||Dec 2012 - Current||5|
|Discover Financial Services||West Valley City, UT||Aug 2009 - Dec 2012||3|
|Refinish And Collision Equipment||Murray, UT||Dec 2007 - Aug 2009||1|
|Mesa Community College||Mesa, AZ||Aug 2007 - Dec 2007||< 1|
|Coke Electric||Salt Lake City, UT||May 2007 - Aug 2007||< 1|
|Abercrombie And Fitch||Mesa, AZ||Feb 2007 - May 2007||< 1|
|Mesa Community College||Mesa, AZ||Aug 2006 - Feb 2007||< 1|
|Hidden Valley Country Club||Draper, UT||Jun 2006 - Aug 2006||< 1|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Mar 2013|
|S66||NASAA Uniform Combined State Law Examination||Jun 2014|
Total Assets Under Management236,390MILLIONS
Total Number of Accounts619,100ACCOUNTS
Average Account Value$381,828
- 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 investment companies (as well as "business development companies")
- Portfolio management for pooled investment vehicles (other than investment companies)
- 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, 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, VT, WA, WI, WV