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Scott Olson

19 Years of Experience
Georgetown, TX
BrokerSells Insurance

Scott Olson is a registered investment advisor, based in Georgetown, TX, with 19 years of industry experience.

Location

3613 Williams Drive, Ste 405, Georgetown, TX, 78628

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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 ActivitiesSells Insurance

Scott is the sole member of GTX Wealth LLC, offering financial services, and spends nearly full-time on this endeavor. He also sells various lines of insurance and participates in the Advisors Excel Medicare Partnership Program, dedicating minimal time to the latter. Scott is also involved with the VFW, Sertoma Club, Georgetown Chamber of Commerce, and River Rock Bible Church.

Employment History
Current Registrations
Spc
January 2011 - Present · 15 yrs 6 mos
Sigma Financial CorporationBroker
January 2011 - Present · 15 yrs 6 mos
Previous Registrations
Edward Jones
January 2007 - January 2011 · 4 yrs
Edward JonesBroker
January 2007 - January 2011 · 4 yrs
State Registrations3 states
NCTXWA
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.
Scott Olson - Financial Advisor | TrueAdvisor