Brian Olah
Brian Olah is a registered investment advisor at LPL Financial LLC, based in North Olmsted, OH, with 31 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
28970 Lorain Road, Suite 101, North Olmsted, OH, 44070
Get directionsHistory
Regulatory History (2)
Employment Separation After Allegations
April 1993Criminal
April 1993Other Business ActivitiesSells Insurance
Brian is a managing member of Halo Wealth Management, LLC, providing financial planning, investment solutions, asset management, and tax preparation, which takes more than full-time. Brian also sells various insurance products, dedicating about 10-20% of his business to this activity.
Employment History
Current Registrations
LPL Financial LLC
LPL Financial LLCBroker
Previous Registrations
Cadaret Grant & CO INC
Cadaret, Grant & CO., INC.Broker
World Group Securities, INC.Broker
Wma Securities, INC.Broker
State Registrations4 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.