Caitlin Olson
Caitlin Olson is a registered investment advisor at Raymond James Financial Services Advisors, INC, based in Dickson, TN, with 6 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
Firm Size
IM Fee
Assets Under Management
Location
Dickson, TN
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Caitlin works as an associate/employee for Ascent Wealth Advisory, LLC, in roles such as Office Manager, Registered Sales Assistant, and Client Onboarding Specialist. This takes about half of Caitlin's time, including about a quarter of her time during trading hours.
Employment History
Current Registrations
Raymond James Financial Services Advisors, INC
Raymond James Financial Services, INC.Broker
Raymond James Financial Services, INC.
State Registrations1 state
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