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Olga Leka Raykhelson

Farther

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About Olga Leka Raykhelson

Olga Raykhelson is an investment advisor representative at Farther. Olga has been in the industry for over 26 years and has a strong background in financial planning, portfolio management, and pension consulting. Olga is a CERTIFIED FINANCIAL PLANNER™ professional and holds the Series 7, Series 24, Series 63, and Series 65 licenses. Olga also has a real estate license and is a licensed real estate agent for the Corcoran Group in New York. Olga specializes in working with high-net-worth individuals and families, pension and profit-sharing plans, and individuals other than high-net-worth.

Firm Information

Olga Raykhelson is currently registered with Farther. Farther is a registered investment advisor headquartered in San Francisco, CA. They provide financial planning, pension consulting, and portfolio management services to individuals, high-net-worth individuals, and pension and profit-sharing plans. The firm has approximately $2.2 billion in regulatory assets under management, with a total of 5,112 accounts. Farther also offers a wrap fee program.
Farther

575 MARKET STREET

SAN FRANCISCO, CA 94105

$2.18B

Assets Under Management

27

Total Clients

99

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.

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financial planning services

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

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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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.

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fixed fees

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

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percentage of assets

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

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Olga Raykhelson’s Registration & Firm History

NY

06/11/2024 - Present

Farther (New York NY)

NJ

09/30/1997 - 06/30/2010

SECURIAN FINANCIAL SERVICES, INC. (LIVINGSTON NJ)

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Licenses & Designations

IA

Issued 06/21/2010

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 05/27/1997

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 02/09/2005

Series 24 - General Securities Principal Examination

BC

Issued 05/15/1997

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Olga Leka Raykhelson.
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