Christopher D. Olson
Investment adviser representative at LPL Financial LLC
7 yearsExperience
1 stateRegistered in
$819.1BFirm assets
51 yearsFirm in business
Are you Christopher D. Olson? Claim your profile
Contact this firm
How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Seminars and workshops
Experience
7 years in the industry.
- LPL Financial LLCMay 2024 to now
- Jw Financial Strategies / dba for LPL BusinessApr 2023 to now
- UnemployedFeb 2023 to Apr 2023
- Data Analysis Inc.Jan 2022 to Feb 2023
- UnemployedSep 2021 to Jan 2022
- Relocity, Inc.Mar 2020 to Sep 2021
- VectorusaSep 2017 to Mar 2020
- UnemployedMay 2017 to Sep 2017
- Kforce Inc.Jul 2016 to May 2017
Exams passed
- Series 66 · Uniform Combined State Law2024
State registrations
Registered as an investment adviser representative in 1 state (CA).
LPL Financial LLC
$819.1BAssets managed
1,986,990Clients
22,674Advisers
51 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 4550981
- Firm CRD
- 6413