Kenneth OlsonCRD Number: 6084972
Current Firm: Next Financial Group, Inc.
Kenneth Olson (CRD# 6084972) is an Investment Advisor Representative working at Next Financial Group, Inc. in San Antonio, TX and has over 4 years of experience in the finance industry.
Intercontinental Wealth Advisors, LLC
Wealth Watch Advisors, LLC
Vannoy Advisory Group, Inc.
|Next Financial Group||Houston, TX||Nov 2012 - Current||5|
|Sather Financial Group Inc.||Victoria, TX||May 2012 - Aug 2012||< 1|
|None||Seguin, TX||Oct 2010 - May 2012||1|
|Toshiba America Medical Systems||Tustin, CA||Sep 1992 - Oct 2010||18|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Dec 2012|
- Financial Issue
Total Assets Under Management1,564MILLIONS
Total Number of Accounts8,116ACCOUNTS
Average Account Value$192,726
- 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
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops