CO
CO

Charles Olson

1 Year of Experience
Tampa, FL
Broker

Charles Olson is a registered investment advisor, based in Tampa, FL, with 1 years of industry experience.

Location

4301 Anchor Plaza Parkway, Suite 450, Tampa, FL, 33634

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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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Employment History
Current Registrations
J.W. Cole Financial, INC.Broker
December 2024 - Present · 1 yr 5 mos
J. W. Cole Advisors, INC.
August 2024 - Present · 1 yr 9 mos
State Registrations2 states
FLKS
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.
Charles Olson - Financial Advisor | TrueAdvisor