John Olson is a registered investment advisor at LPL Financial LLC, based in Clackamas, OR, with 27 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
9200 SE Sunnybrook Blvd, Ste 480, Clackamas, OR, 97015
Get directionsHistory
Regulatory History (2)
Financial
August 2022Customer Dispute
December 2018Employment History
Current Registrations
LPL Financial LLCBroker
LPL Financial LLC
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State Registrations20 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.