Kevin Olison
Kevin Olison is a registered investment advisor at LPL Financial LLC, based in San Ramon, CA, with 22 years of industry experience. Their practice areas include Investment Management. Their firm serves 1,676,192 clients with $620B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
LPL Financial, along with your advisor, charges an annual fee based on the value of your account. This fee covers asset management, administrative, and custodial services. The fee is negotiable, but the maximum is 2.50% per year, paid quarterly in advance. LPL may share a portion of this fee with your advisor.
Location
111 Deerwood Rd, Ste 200, San Ramon, CA, 94583
Get directionsHistory
Regulatory History (4)
Judgment / Lien
January 2026Financial
November 2023Judgment / Lien
August 2023Customer Dispute
March 2006Other Business Activities
Kevin operates under three DBAs for his LPL business: Olison & Company (Financial Planning & Wealth Management), Olison & Company College Planning Strategies, and Savvy Caregiving for Boomers. These activities are investment-related and collectively take about half of Kevin's time.
Employment History
Current Registrations
LPL Financial LLC
LPL Financial LLCBroker
Previous Registrations
Grove Point Advisors, LLC
H. Beck, INC.
Grove Point Investments, LLCBroker
Vanderbilt Advisory Services
Vanderbilt Securities, LLCBroker
H. Beck, INC.
H. Beck, INC.Broker
Kovack Advisors, INC.
Kovack Securities INC.Broker
Rk Advisors
Aig Financial Advisors, INC.
Aig Financial Advisors, INC.Broker
Sunamerica Securities, INC.
Sunamerica Securities, INC.Broker
Fortis Investors, INC.Broker
State Registrations11 states
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.