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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Olusola? Claim Your ProfileOlusola Awofala is an investment advisor representative associated with Fort Point Capital Partners LLC. Olusola has been in the industry for over 27 years and is licensed to advise clients in California and Texas. Olusola has worked at several firms including S F Sentry Securities, Inc., Thinkequity LLC, and BANC of America Investment Services, Inc. Olusola specializes in providing financial planning and portfolio management services to individuals, families, and pooled investment vehicles.
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.
Helps you choose top advisors aligned with your financial goals.
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.
Fees calculated based on the performance of your investments relative to a benchmark.
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CA
12/13/2023 - Present
Fort Point Capital Partners LLC (SAN FRANCISCO CA)
CA
01/02/2013 - 07/22/2021
S F SENTRY SECURITIES, INC. (SAN FRANCISCO CA)
CA
03/06/2009 - 11/29/2012
THINKEQUITY LLC (SAN FRANCISCO CA)
CA
08/03/2005 - 01/29/2009
BANC OF AMERICA INVESTMENT SERVICES, INC. (SAN FRANCISCO CA)
CA
10/03/2002 - 08/15/2003
BABCOCK & BROWN FINANCIAL CO. LLC (SAN FRANCISCO CA)
NY
09/15/1999 - 08/03/2001
LEHMAN BROTHERS INC. (NEW YORK NY)
NY
05/19/1995 - 10/29/1999
DEAN WITTER REYNOLDS INC. (PURCHASE NY)
IA
Issued 07/13/2011
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 05/26/1995
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 01/02/2023
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 01/23/1998
Series 8 - General Securities Sales Supervisor Examination (Options Module & General Module)
BC
Issued 10/03/2022
Series 7TO - General Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/26/1995
Series 31 - Futures Managed Funds Examination
BC
Issued 05/18/1995
Series 7 - General Securities Representative Examination
Active
Inactive
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