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Olivia Shin

49 Financial

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About Olivia Shin

Olivia Shin is a financial advisor at 49 Financial. Olivia has been in the industry for over two years and holds a Series 63, Series 65, and Series 6TO. Olivia specializes in financial planning and portfolio management for individuals and businesses. Olivia is also a Registered Investment Advisor Representative and is registered with the state of California.

Firm Information

Olivia Shin is currently registered with 49 Financial. 49 Financial is an investment advisor registered with the SEC and headquartered in Austin, TX. The firm provides financial planning, portfolio management for individuals and businesses, and selection of other advisors. They manage approximately $566 million in assets for 3,364 clients, primarily high-net-worth individuals and other individuals.
49 Financial

916 S CAPITAL OF TEXAS HIGHWAY

AUSTIN, TX 78746

$566.22M

Assets Under Management

Not reported

Total Clients

105

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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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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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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commissions

Earned based on transactions or products sold.

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percentage of assets

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

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Olivia Shin’s Registration & Firm History

TX

01/03/2025 - Present

49 Financial (AUSTIN TX)

CA

06/29/2021 - 01/09/2024

PURSHE KAPLAN STERLING INVESTMENTS (El Segundo CA)

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Licenses & Designations

IA

Issued 09/14/2023

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 03/10/2021

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 06/29/2021

Series 6TO - Investment Company Products/Variable Contracts Representative Examination

BC

Issued 04/24/2021

SIE - Securities Industry Essentials Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Olivia Shin.
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