linkedInfacebook
For AdvisorsLog InContact Us
Invested Better
Unclaimed

Unclaimed

Unclaimed

Eric Ross Olson

First Command Advisory Services

Use our Financial Advisor Match Tool to find your ideal match.
UnclaimedThis information is unverified and unclaimed information. Are you Eric? Claim Your Profile

About Eric Ross Olson

Eric Olson is a financial advisor affiliated with First Command Advisory Services, a firm headquartered in Fort Worth, Texas. Eric has been in the industry since July 2021, providing financial advice and services to individuals and families. His areas of expertise include financial planning and portfolio management. Eric holds the Series 7, 66, and SIE securities licenses and is registered to provide investment advisory services in Colorado, Kansas, Missouri, Texas, and Washington.

Firm Information

Eric Olson is currently registered with First Command Advisory Services. First Command Advisory Services is a financial advisory firm headquartered in Fort Worth, Texas. The firm provides financial planning and portfolio management services to individuals, high-net-worth individuals, corporations, charitable organizations, and pension plans. First Command has over $22 billion in assets under management and employs over 1,200 licensed agents. The firm offers wrap fee programs and participates in various financial services industries.
First Command Advisory Services

1 FIRSTCOMM PLAZA

FORT WORTH, TX 76109

$22.09B

Assets Under Management

1,100

Total Clients

884

Total Financial Advisors

Services Offered

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.

check

financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

check

portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

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.

check

fixed fees

Set rates for specific services, regardless of time or assets managed.

check

percentage of assets

A percentage of the total value of assets under management is charged.

Find Your Ideal Financial Advisor

1

Finding a financial advisor doesn’t have to be complicated. InvestedBetter’s free tool connects you with advisors who serve your area and fit your financial needs in just 5 minutes.

2

Your matches with an Advisor based on their qualifications and skills to help you achieve your financial goals. Get on the path to financial success today.

Eric Olson’s Registration & Firm History

TX

01/03/2024 - Present

First Command Advisory Services (FORT WORTH TX)

Not sure if Eric Ross Olson is right for you?

Licenses & Designations

BOTH

Issued 10/12/2021

Series 66 - Uniform Combined State Law Examination

BC

Issued 07/29/2021

Series 7TO - General Securities Representative Examination

BC

Issued 05/30/2021

SIE - Securities Industry Essentials Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There is public disclosure for Eric Ross Olson. Review regulatory record here.
Not sure if Eric Ross Olson is right for you?