Stephen Olah
Professional summary
Stephen Olah, CFP® is a registered financial advisor currently at TOWSON FINANCIAL ADVISORS, LLC located in Abingdon, Maryland.
Stephen is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1996. Stephen has worked at 7 firms and has passed the Series 63, SIE and Series 6 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view Stephen Olah's CRS (Customer Relationship Summary).
Certified licenses
Start date: 2003
Experience
January 23, 2023 - Present
TOWSON FINANCIAL ADVISORS, LLC
April 21, 2017 - December 31, 2022
TOWSON FINANCIAL ADVISORS, LLC
September 9, 2004 - April 20, 2017
TLS ADVISORY SERVICES, INC.
September 9, 2004 - April 20, 2017
TLS FINANCIAL SERVICES, INC.
July 21, 2003 - September 8, 2004
HORNOR, TOWNSEND & KENT, LLC
December 14, 2001 - September 8, 2004
HORNOR, TOWNSEND & KENT, LLC
December 3, 2001 - December 11, 2001
HORNOR, TOWNSEND & KENT, LLC
September 5, 2001 - December 7, 2001
WORLD CAPITAL BROKERAGE, INC.
January 23, 1998 - July 2, 2001
LASALLE ST SECURITIES, L.L.C.
November 18, 1996 - January 7, 1998
1ST GLOBAL CAPITAL CORP.
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Highlighted states indicate IAR registrations
(1/23/2023)
Exams
Current Firm
TOWSON FINANCIAL ADVISORS, LLC
CRD#: 285056 / SEC#:
Contact information
Regulatory assets under management
| Total Number of Accounts | 71 |
| AUM (Assets Under Management) | $ 25,975,514 |
Red Flags
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