Olga L. De Value
Professional summary
Olga Lidia De Value, who also goes by Olga Lidia Devalue, Olga Lidia Garcia, Olga Lidia Holmes, is a registered financial advisor currently at SVB WEALTH located in Palm Beach Gardens, Florida.
Olga is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1987. Olga has worked at 9 firms and has passed the Series 7TO, Series 6TO, SIE, Series 7, Series 6 and Series 26 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view Olga Lidia De Value's CRS (Customer Relationship Summary).
Certified licenses
Experience
February 17, 2021 - Present
SVB WEALTH
Office #1: 11770 Us Highway 1 Suite E401, Palm Beach Gardens, FL 33408July 13, 2018 - January 13, 2021
PRUCO SECURITIES, LLC.
May 9, 2018 - January 13, 2021
PRUCO SECURITIES, LLC.
March 25, 2017 - May 9, 2018
MML INVESTORS SERVICES, LLC
March 25, 2017 - May 9, 2018
MML INVESTORS SERVICES, LLC
April 23, 2012 - March 25, 2017
MSI FINANCIAL SERVICES, INC.
April 11, 2012 - March 25, 2017
MSI FINANCIAL SERVICES, INC.
July 19, 2010 - March 8, 2012
PLANMEMBER SECURITIES CORPORATION
February 11, 2010 - April 7, 2010
CHASE INVESTMENT SERVICES CORP.
May 19, 2009 - February 17, 2010
EQUITABLE ADVISORS, LLC
February 7, 2003 - June 1, 2009
VALIC FINANCIAL ADVISORS, INC.
October 15, 1997 - June 1, 2009
VALIC FINANCIAL ADVISORS, INC.
November 27, 1987 - December 31, 2001
THE VARIABLE ANNUITY MARKETING COMPANY
Primary Firm SEC Registration
SVB WEALTH
CRD#: 172832 / SEC#: 801-80480
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Highlighted states indicate IAR registrations
(2/17/2021)
Exams
Series 7TO
Date: 8/12/2022
General Securities Representative ExaminationSeries 6TO
Date: 8/12/2022
Investment Company Products/Variable Contracts Representative ExaminationCurrent Firm
SVB WEALTH
CRD#: 172832 / SEC#: 801-80480
Contact information
SEC notice filing (51 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 3,739 |
| AUM (Assets Under Management) | $ 4,983,411,995 |
Accountant surprise examination report
| Filing Date | Form ADV-E Cover | Form ADV-E Report |
|---|---|---|
| 02/21/2025 | ||
| 09/20/2024 | ||
| 10/31/2022 |
Red Flags
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