Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Olin? Claim Your ProfileOlin Barkdull is a financial advisor and Certified Financial Planner with over 30 years of experience in the industry. Olin has worked with Preferred Retirement Options, Inc. since 2013, providing financial planning services to a diverse range of clients, including individuals and businesses. Olin has a strong track record of success, and is committed to helping clients achieve their financial goals.
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.
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.
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.
A percentage of the total value of assets under management is charged.
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ID
06/11/2013 - Present
Preferred Retirement Options, Inc. (IDAHO FALLS ID)
ID
01/29/2010 - 10/27/2010
GWN SECURITIES INC. (IDAHO FALLS ID)
ID
03/31/2008 - 12/31/2009
BENEFICIAL INVESTMENT SERVICES, INC. (IDAHO FALLS ID)
UT
07/23/2007 - 03/18/2008
BENEFICIAL INVESTMENT SERVICES, INC. (NORTH LOGAN UT)
ID
05/31/2002 - 08/09/2007
EQUITY SERVICES, INC. (IDAHO FALLS ID)
CA
12/14/2000 - 04/29/2002
FORESTERS EQUITY SERVICES, INC. (SAN DIEGO CA)
KS
12/02/1998 - 11/07/2000
WADDELL & REED, INC. (OVERLAND PARK KS)
MO
05/30/1997 - 12/07/1998
SUNSET FINANCIAL SERVICES, INC. (KANSAS CITY MO)
NE
06/28/1993 - 04/22/1997
MUTUAL OF OMAHA INVESTOR SERVICES, INC. (OMAHA NE)
BC
Issued 06/25/1993
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 06/25/1993
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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