Camille G. 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.
Camille Geoghegan Olson was a registered financial professional .
Camille is a previously registered financial professional and started their career in finance in 2000. Camille had worked at 4 firms and has passed the Series 66, Series 65, Series 63, SIE, Series 7 and Series 24 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary)
The CRS(Customer Relationship Summary) document is not provided.
Certified licenses
Experience
July 21, 2016 - October 13, 2025
KESTRA ADVISORY SERVICES, LLC
July 21, 2016 - October 13, 2025
KESTRA INVESTMENT SERVICES, LLC
May 13, 2016 - July 27, 2016
SIGNATOR INVESTORS, INC.
May 13, 2016 - July 27, 2016
SIGNATOR INVESTORS, INC.
January 8, 2016 - May 13, 2016
TRANSAMERICA FINANCIAL ADVISORS, LLC
January 8, 2016 - May 13, 2016
TRANSAMERICA FINANCIAL ADVISORS, LLC
December 13, 2007 - December 31, 2015
TRANSAMERICA FINANCIAL ADVISORS, LLC
June 26, 2000 - December 31, 2015
TRANSAMERICA FINANCIAL ADVISORS, LLC
Primary Firm SEC Registration
KESTRA ADVISORY SERVICES, LLC
CRD#: 283330 / SEC#: 801-56126
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
KESTRA ADVISORY SERVICES, LLC
CRD#: 283330 / SEC#: 801-56126
Contact information
SEC notice filing (53 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 155,482 |
| AUM (Assets Under Management) | $ 60,174,309,829 |
Accountant surprise examination report
| Filing Date | Form ADV-E Cover | Form ADV-E Report |
|---|---|---|
| 12/23/2024 | ||
| 10/20/2023 | ||
| 12/21/2022 |
Red Flags
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.
