Alan Olson (CRD# 1831698) is an Investment Advisor Representative working at Cetera Investment Advisers LLC in Ocklawaha, FL and has over 35 years of experience in the finance industry.
CRD# 2227187
Merit Financial Advisors
CRD# 2882852
Pnc Investments
CRD# 5926598
Lpl Financial LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Cetera Investment Advisers LLC | Centreville, VA | Jun 2023 - Current | < 1 |
| Cetera Investment Advisers LLC | Schaumburg, IL | Mar 2023 - Current | 1 |
| Cetera Advisor Networks | El Segundo, CA | Jun 2021 - Current | 2 |
| Olsinvest Financial | Centerville, VA | Jun 2003 - Current | 20 |
| Voya Financial Advisors | Centreville, VA | Sep 2014 - Jun 2021 | 6 |
| Ing Financial Partners Inc. | Centreville, VA | Feb 2013 - Sep 2014 | 1 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Jun 1988 |
| S65 | NASAA Investment Advisors Law Examination | Dec 1999 |
Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, financial matters, and other matters required to be disclosed in which the advisor has been involved.
Get Details on the FINRA Advisor Check site- FL
- VA
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Total Assets Under Management104,469MILLIONS
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Total Number of Accounts423,554ACCOUNTS
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Average Account Value$246,648
- A percentage of assets under your management
- Hourly charges
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- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
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- Educational seminars/workshops
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, VI, VT, WA, WI, WV, WY
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