Olivia Shin
Investment adviser representative at 49 Financial
11 yearsExperience
1 stateRegistered in
$1.4BFirm assets
4 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsFixed or flat feeCommissions
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
11 years in the industry.
- 49 FinancialJan 2025 to now
- Oakwood Capital Securities, Inc.Jul 2024 to now
- Bay ClubsMar 2024 to now
- 49 Wealth Management, LLCJan 2023 to now
- Purshe Kaplan Sterling InvestmentsJun 2021 to Jan 2024
- Thrivent Advisor Network d/b/a 49 FinancialMay 2021 to Dec 2022
- The Pac (christ Chapel Bible Church)Aug 2020 to Jan 2021
- Flash PhotographyJun 2020 to Jul 2020
- Pmg Digital AgencyFeb 2020 to May 2020
- CyclebarNov 2018 to Feb 2021
- LululemonNov 2018 to Dec 2020
- Tcu HousingAug 2018 to May 2020
- Texas Christian UniversityAug 2017 to May 2021
- Yvba (youth Volleyball Association)Aug 2015 to Aug 2017
Exams passed
- Series 63 · Uniform Securities Agent State Law2021
- Series 65 · Uniform Investment Adviser Law2023
State registrations
Registered as an investment adviser representative in 1 state (CA).
49 Financial
Legal name: 49 Wealth Management, LLC
$1.4BAssets managed
3,839Clients
141Advisers
4 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
- 7395314
- Firm CRD
- 319484