Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you James? Claim Your ProfileJames Olson is a financial advisor at LPL Financial LLC with over 30 years of experience in the industry. James holds the Series 6, 7, and SIE licenses and is a Certified Financial Planner. James's experience spans a variety of firms including H.D. Vest Investment Securities, Inc., American General Securities Incorporated, and USLIFE Equity Sales Corp. James is also a registered Investment Advisor in Minnesota and Texas. James provides financial planning, portfolio management, and consulting services for individuals, businesses, and charitable organizations.
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.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Consulting and other non-discretionary advisory services
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
1
2
CA
09/23/2024 - Present
LPL Financial LLC (SAN DIEGO CA)
TX
09/21/1999 - 03/07/2005
H.D. VEST INVESTMENT SERVICES (DALLAS TX)
AZ
10/01/1997 - 09/27/1999
AMERICAN GENERAL SECURITIES INCORPORATED (PHOENIX AZ)
NY
10/30/1996 - 10/01/1997
USLIFE EQUITY SALES CORP. (NEW YORK NY)
TX
11/29/1993 - 12/31/1994
H.D. VEST INVESTMENT SECURITIES, INC. (DALLAS TX)
NA
06/30/1987 - 02/29/1988
ROSEWOOD FINANCIAL SERVICES, INC.
NA
10/24/1986 - 04/07/1987
BLINDER, ROBINSON & CO.,INC.
BC
Issued 11/23/1993
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/10/1999
Series 7 - General Securities Representative Examination
BC
Issued 11/23/1993
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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