Valerie Olsey
Valerie Olsey is a registered investment advisor at LPL Financial LLC, based in Rochester Hills, MI, with 1 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
Rochester Hills, MI
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Regulatory History
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 ActivitiesSells Insurance
Valerie works as an X-ray and mammography technician and is associated with One Resource Group, Priority Life Consultants, Priority Wealth Partners, and Gladstone Wealth Partners. She dedicates about a quarter of her time to her work as a technician and full-time to Priority Life Consultants, Priority Wealth Partners, and Gladstone Wealth Partners.
Employment History
Current Registrations
LPL Financial LLC
State Registrations2 states
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