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Linda Carabeth Olson

CRD# 1163154·Registered 1983 - 2017
Previously Registered: Being a previously registered professional could mean that Linda is no longer operating under the supervision of the SEC or FINRA. That means that the Securities and Exchange Commission may not be able to oversee the services that this specific professional is providing.

Professional Summary

Linda Carabeth Olson, who also goes by Linda Carabeth Anderson, Linda Carabeth Walk, was a registered financial advisor. Linda was a previously registered financial professional and started their career in finance 1983 - 2017. Linda had worked at 5 firms and has passed the Series 63 and Series 7 exams.

At a Glance

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Fiduciary Standard

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Fee Structure

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Account Minimum

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Active Clients

Fiduciary Standard

Fee Structure

Account Minimum

Active Clients

Other Aliases

Linda Carabeth Anderson, Linda Carabeth Walk

Blog Corner

More Resources

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Videos & Posts

This advisor has not added any videos or posts yet.

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Contact Information

No current employment

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Disclosures are events reported to regulators, such as customer disputes, regulatory actions, employment separations, or financial events. Some are resolved, denied, or contested — a disclosure is not a verdict. We recommend asking an advisor directly about any disclosure on their record.

Disclosures on record.

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities. Check for any disclosures as part of your thorough research when choosing an advisor.

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Years of Experience

43 years registered in the securities industry

Current & Past Employments

Past

CORNERSTONE ADVISORS INCPast·CRD# 110908
RIA
Bellevue, WA
November 26, 2012 - December 18, 2017
HIGHLAND PRIVATE WEALTH MANAGEMENTPast·CRD# 109532
RIA
Bellevue, WA
March 27, 2012 - June 6, 2012
EDGE ASSET MANAGEMENT, INC.Past·CRD# 104565
RIA
Seattle, WA
June 26, 2002 - February 28, 2005
CETERA WEALTH SERVICES, LLCPast·CRD# 13572
BD
August 20, 1985 - December 4, 1986
PACIFIC WEST SECURITIES, INC.Past·CRD# 6390
BD
July 21, 1983 - September 3, 1985

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Current Firm

CA
CORNERSTONE ADVISORS INC

CORNERSTONE ADVISORS INC

CRD#: 110908 / SEC#: 801-20509

Contact Information

Main Address

225 - 108th Avenue Ne Suite 400, Bellevue, WA 98004-5782

Documents

Latest Form ADV

Part 2 Brochures

CORNERSTONE ADVISORS, INC. FORM ADV PART 2 (6/26/2020)

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Other business activities

Information obtained from regulatory filings. Advisors can request corrections through their firm or regulator.

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

The advisor shows no other business activity.

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State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.
This advisor is not registered in any state.

Exams

Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.

Series 63 — Uniform Securities Agent State Law Examination

Passed Jul 1983About the Series 63 exam

Series 7 — General Securities Representative Examination

Passed Jul 1983About the Series 7 exam

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CRS (Client Relationship Summary)

The CRS(Customer Relationship Summary) document is not provided.

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