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David Olnick

19 Years of Experience
Woodland Hills, CA
Broker

David Olnick is a registered investment advisor at Raymond James Financial Services Advisors, INC, based in Woodland Hills, CA, with 19 years of industry experience. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 2 more. Their firm serves 508,439 clients with $390B in assets under management.

Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
6484 advisors
IM Fee
Planning only
Assets Under Management
$390.0B

Fee Structure

Hourly Rate:Up to $400/hr
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Location

21600 Oxnard St, Suite 640, Woodland Hills, CA, 91367

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Employment History
Current Registrations
Raymond James Financial Services Advisors, INC
August 2012 - Present · 13 yrs 9 mos
Raymond James Financial Services, INC.Broker
April 2012 - Present · 14 yrs 1 mo
Previous Registrations
U.S. Bancorp Investments, INC.
January 2010 - April 2012 · 2 yrs 3 mos
U.S. Bancorp Investments, INC.Broker
June 2009 - April 2012 · 2 yrs 10 mos
Bny Mellon Capital Markets, LLCBroker
January 2007 - May 2009 · 2 yrs 4 mos
Euro Brokers Maxcor INC.Broker
April 1992 - September 1992 · 5 mos
State Registrations3 states
CAILTX
AdvisorBrokerBoth

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.