AO
AO

Anna Gabrielle Olive

20 Years of Experience
Broker
Areas of Practice
Investment ManagementRetirement PlanningFinancial Planning & Coaching
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
286 advisors
Number of Clients
34,127 clients
Average Client Portfolio
$412K average
Assets Under Management
$14.1B

Fee Structure

Financial Planning:Included in AUM fee
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Location

Alexander, AR

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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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Other Business Activities

Anna has multiple DBAs for her LPL and RIA businesses, Genwealth Financial Advisors. She also has a business entity called AJ's Hauling for tax and investment purposes only, requiring minimal time.

Employment History
Current Registrations
Independent Advisor Alliance, LLC
September 2022 - Present · 3 yrs 5 mos
LPL Financial LLC
May 2017 - Present · 8 yrs 9 mos
LPL Financial LLCBroker
May 2017 - Present · 8 yrs 9 mos
Previous Registrations
Genwealth Financial Advisors, LLC
June 2017 - December 2022 · 5 yrs 6 mos
Ameriprise Financial Services, INC.Broker
April 2007 - May 2017 · 10 yrs 1 mo
Ameriprise Financial Services, INC.
September 2004 - November 2006 · 2 yrs 2 mos
Ameriprise Financial Services, INC.Broker
July 2004 - November 2006 · 2 yrs 4 mos
Ids Life Insurance CompanyBroker
July 2004 - July 2006 · 2 yrs
State Registrations1 state
AR
AdvisorBrokerBoth
Exams
No exam information available for this advisor.
Anna Gabrielle Olive - Financial Advisor | TrueAdvisor