Douglas OlmsteadCRD Number: 5929248
Current Firm: Merrill Lynch, Pierce, Fenner & Smith Incorporated
Douglas Olmstead (CRD# 5929248) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Tacoma, WA and has over 5 years of experience in the finance industry.
Byrne & Company Wealth Management, LLC
Northern Lights Advisors, Inc.
Kutscher Rhodes & Benner, Inc.
|Bank Of America, N.a.||Tacoma, WA||Sep 2011 - Current||5|
|Merrill Lynch, Pierce, Fenner And Smith Incorporated||Tacoma, WA||May 2011 - Current||6|
|Cornerstone Appraisal Services||Puyallup, WA||Oct 2005 - May 2011||5|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Aug 2011|
Total Assets Under Management575,342MILLIONS
Total Number of Accounts1,715,259ACCOUNTS
Average Account Value$335,425
- 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 pooled investment vehicles (other than investment companies)
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
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, PA, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV