Dba Olson Associates

Dba Olson Associates (CRD# 125719) is a financial advisory firm headquartered in Roswell, GA. They manage $11,546,572 in 47 accounts and serve the financial needs of clients across 1 states (or territories).

By the Numbers
  • Total Assets Under Management
  • Total Number of Accounts
  • Average Account Value
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
  • Commissions
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.


Financial Advisors at Dba Olson Associates
Showing 1 - 1 of 1 top financial advisors.
Mark E. Olson
CRD#: 2641593
701 Bombay Lane, Roswell, GA 30076

Mark Olson (CRD# 2641593) is an Investment Advisor Representative working at Dba Olson Associates in Roswell, GA and has over 16 years of experience in the finance industry. Mark Olson 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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