Phillip Olney, financial advisor Woodland Hills CA
93 score

Phillip Olney

CRD Number: 5519378
Current Firm: National Planning Corporation ("npc Of America" In Fl & Ny)

Phillip Olney (CRD# 5519378) is an Investment Advisor Representative working at National Planning Corporation ("npc Of America" In Fl & Ny) in Woodland Hills, CA and has over 8 years of experience in the finance industry.

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Company Name Location Dates Years
National Planning Corporation Santa Monica, CA Apr 2008 - Current 8
Unemployed Thousand Oaks, CA Feb 2008 - Apr 2008 < 1
Transworld Ent. Inc. Thousand Oaks, CA Sep 2006 - Feb 2008 1
Blockbuster Inc. Santa Clarita, CA Mar 2006 - Sep 2006 < 1
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Jun 2008
S65 NASAA Investment Advisors Law Examination Aug 2011
Contact Info for Phillip W. Olney
Phone Number: 310-899-7900
Firm Website: https://www.natplan.com
Registered State(s):
  • AZ
  • CA
By the Numbers
  • Total Assets Under Management
    7,811
    MILLIONS
  • Total Number of Accounts
    42,943
    ACCOUNTS
  • Average Account Value
    $181,887
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
  • Performance-based fees
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
Types of Clients
Registered States

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

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BADGES
93
Clean Record
This advisor has a clean track record with regulators.

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