EO
EO

Evan Olson

10 Years of Experience
St. Petersburg, FL
Broker

Evan Olson is a registered investment advisor at Raymond James Financial Services Advisors, INC, based in St. Petersburg, FL, with 10 years of industry experience. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 2 more. Their firm serves 508,439 clients with $390B in assets under management.

Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
6484 advisors
IM Fee
Planning only
Assets Under Management
$390.0B

Fee Structure

Hourly Rate:Up to $400/hr
Loading...

Location

880 Carillon Parkway, St. Petersburg, FL, 33716

Get directions

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.

Learn about disclosures →
Other Business Activities

Evan works as an independent contractor and buyer's agent for Keller Williams, a real estate brokerage. This activity takes about 10-20% of his time.

Employment History
Current Registrations
Raymond James Financial Services, INC.
May 2017 - Present · 9 yrs
Raymond James Financial Services, INC.Broker
May 2017 - Present · 9 yrs
Raymond James & Associates, INC.
April 2017 - Present · 9 yrs 1 mo
Raymond James & Associates, INC.
April 2017 - Present · 9 yrs 1 mo
Raymond James & Associates, INC.Broker
April 2017 - Present · 9 yrs 1 mo
Previous Registrations
Merrill Lynch, Pierce, Fenner & Smith Incorporated
July 2015 - March 2017 · 1 yr 8 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
May 2015 - March 2017 · 1 yr 10 mos
State Registrations3 states
COFLOH
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.
Evan Olson - Financial Advisor | TrueAdvisor