Mark E. Olson
Professional summary
Mark Erick Olson, CFP®, who also goes by Erick Olson, is a registered financial advisor currently at DBA OLSON ASSOCIATES located in Roswell, Georgia and OSAIC WEALTH, INC. located in Roswell, Georgia.
Mark is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2000. Mark has worked at 5 firms and has passed the Series 63, SIE and Series 7 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view Mark Erick Olson's CRS (Customer Relationship Summary).
Certified licenses
Start date: 2010
Experience
January 18, 2012 - Present
DBA OLSON ASSOCIATES
Office #1: 701 Bombay Lane, Roswell, GA 30076June 14, 2024 - Present
OSAIC WEALTH, INC.
Office #1: 701 Bombay Lane, Roswell, GA 30076September 18, 2020 - June 14, 2024
SECURITIES AMERICA, INC.
December 13, 2000 - September 18, 2020
SECURITIES SERVICE NETWORK, LLC
March 10, 2000 - December 8, 2000
FFP SECURITIES, INC.
State Registrations and Notice Filings
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Visual representation of state registrations
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Exams
FINRA
Current Firm
DBA OLSON ASSOCIATES
CRD#: 125719 / SEC#:
Contact information
Regulatory assets under management
| Total Number of Accounts | 176 |
| AUM (Assets Under Management) | $ 53,933,572 |
Red Flags
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