Alan Olson
Alan Olson is a registered investment advisor at Cetera Investment Advisers LLC, based in Ocklawaha, FL, with 37 years of industry experience. Alan operates on a fee-only basis, meaning they do not earn commissions from product sales. Their firm serves 584,487 clients with $160B in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Location
Ocklawaha, FL
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Regulatory History (1)
Customer Dispute
August 2009Other Business ActivitiesSells Insurance
Alan owns Weekend Warrior Racing LLC, is a board member for the DC Region of the Sports Car Club of America, and owns OLSINVEST Financial. He also works as an independent insurance agent selling fixed insurance products and owns ALAN ROBERT OLSON LLC as a personal tax shelter, dedicating minimal time to it.
Employment History
Current Registrations
Cetera Investment Advisers LLC
Cetera Wealth Services, LLCBroker
Previous Registrations
Cetera Advisor Networks LLC
Voya Financial Advisors, INC.
Voya Financial Advisors, INC.Broker
AXA Advisors, LLC
AXA Advisors, LLCBroker
Ing Financial Partners, INC
Ing Financial Partners, INC.Broker
Legg Mason Wood Walker INC
Legg Mason Wood Walker, IncorporatedBroker
A. G. Edwards & Sons, INC.Broker
Prudential Securities IncorporatedBroker
G. K. Scott & CO., INC.Broker
J. W. Gant & Associates, INC.Broker
State Registrations14 states
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