Lawrence A. Olson
Professional summary
Being a previously registered professional could mean that this person 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.
Lawrence Alfred Olson, CFP®, who also goes by Larry Olson, Ole Olson, was a registered financial professional .
Lawrence is a previously registered financial professional and started their career in finance in 1990. Lawrence had worked at 8 firms and has passed the Series 65, Series 63, SIE, Series 7, Series 6, Series 4, Series 24 and Series 27 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary)
The CRS(Customer Relationship Summary) document is not provided.
Certified licenses
Start date: 1995
Experience
October 28, 2020 - September 27, 2022
EAGLE FINANCIAL ADVISORS, LLC
June 4, 2010 - November 12, 2015
PRIMESOLUTIONS SECURITIES, INC.
April 21, 2005 - November 12, 2015
PRIMESOLUTIONS SECURITIES, INC.
January 24, 2003 - May 4, 2005
BENJAMIN & JEROLD BROKERAGE I, LLC
January 30, 1995 - July 18, 2005
GEARY & GEARY
April 12, 1994 - December 15, 1994
COMERICA FINANCIAL SERVICES, INC.
April 7, 1994 - December 16, 1994
FIMCO SECURITIES GROUP, INC.
January 4, 1994 - March 17, 1994
TRANSAMERICA FINANCIAL ADVISORS, INC.
January 6, 1992 - March 25, 1994
FIRST COLONIAL INVESTMENT SERVICES, INC.
August 29, 1990 - March 27, 1991
GEARY & GEARY
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Visual representation of state registrations
Exams
Current Firm
EAGLE FINANCIAL ADVISORS, LLC
CRD#: 167696 / SEC#:
Contact information
Regulatory assets under management
| Total Number of Accounts | 373 |
| AUM (Assets Under Management) | $ 86,998,719 |
Red Flags
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