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Kevin Olson

30 Years of Experience
Allen, TX
Broker

Kevin Olson is a registered investment advisor, based in Allen, TX, with 30 years of industry experience.

Location

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
First Command Brokerage Services, INC.Broker
December 2025 - Present · 5 mos
First Command Advisory Services
December 2025 - Present · 5 mos
First Command Brokerage Services, INC.
December 2025 - Present · 5 mos
Previous Registrations
Charles Schwab & CO., INC.
July 2023 - October 2025 · 2 yrs 3 mos
Charles Schwab & CO., INC.Broker
July 2023 - October 2025 · 2 yrs 3 mos
PNC Investments
August 2022 - June 2023 · 10 mos
PNC InvestmentsBroker
August 2022 - June 2023 · 10 mos
Avantax Advisory Services
February 2022 - August 2022 · 6 mos
Avantax Investment Services, INC.Broker
July 2020 - August 2022 · 2 yrs 1 mo
Pacific Select Distributors, LLCBroker
January 2008 - January 2020 · 12 yrs
Planco Financial Services, LLCBroker
December 2004 - January 2008 · 3 yrs 1 mo
Farmers Financial Solutions, LLCBroker
October 2004 - November 2004 · 1 mo
Scudder Distributors, INC.Broker
January 2000 - May 2004 · 4 yrs 4 mos
Cova Life Sales CompanyBroker
February 1999 - October 1999 · 8 mos
Van Kampen Funds INC.Broker
April 1994 - February 1999 · 4 yrs 10 mos
State Registrations1 state
TX
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.
Kevin Olson - Financial Advisor | TrueAdvisor