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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Brian? Claim Your ProfileBrian Talbott is an investment advisor representative with Olio Financial Planning. Brian is a Certified Financial Planner™ professional. Brian has been in the industry since 2003 and has experience providing financial advice to individuals, businesses, and charitable organizations. Brian is registered to provide investment advice in North Carolina, Ohio, Pennsylvania, Texas, and Virginia. Brian holds the Series 6, 7, and SIE securities licenses.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
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VA
04/22/2021 - Present
Olio Financial Planning (MCLEAN VA)
PA
07/09/2003 - 04/26/2021
VANGUARD MARKETING CORPORATION (MALVERN PA)
BC
Issued 07/16/2003
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/27/2006
Series 7 - General Securities Representative Examination
BC
Issued 07/08/2003
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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