Stephen Olah, financial advisor Abingdon MD

Stephen Olah

CRD Number: 2700362
Current Firm: Towson Financial Advisors, LLC

Stephen Olah (CRD# 2700362) is an Investment Advisor Representative working at Towson Financial Advisors, LLC in Abingdon, MD and has over 27 years of experience in the finance industry. Stephen Olah 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.

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Professional Designations
Company Name Location Dates Years
Towson Financial Advisors, LLC Abingdon, MD Sep 2016 - Current 7
Tls Financial Services, Inc. Towson, MD Sep 2004 - Current 19
Tls Advisory Services, Inc. Towson, MD Sep 2004 - Current 19
Tls Insurance Services, Inc. Towson, MD Sep 2004 - Current 19
Penn Mutual Life Ins Co Towson, MD Dec 2001 - Current 22
Stephen Olah, Cpa Baltimore, MD Aug 1989 - Current 34
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Dec 1996
Contact Info for Stephen Olah
Phone Number: (443) 528-7719
Registered State(s):
  • MD
Current Firm Details
Towson Financial Advisors, LLC
Firm's CRD Number: 285056
By the Numbers
  • Total Assets Under Management
    20
    MILLIONS
  • Total Number of Accounts
    70
    ACCOUNTS
  • Average Account Value
    $285,870
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States

MD

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