Olga N. Lozano
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.
Olga Nelly Lozano was a registered financial professional .
Olga is a previously registered financial professional and started their career in finance in 2007. Olga had worked at 2 firms and has passed the Series 66, Series 31 and Series 7 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary)
The CRS(Customer Relationship Summary) document is not provided.
Certified licenses
Experience
February 24, 2011 - November 5, 2014
CAMDEN WEALTH ADVISORS LLC
May 27, 2008 - March 26, 2009
STANFORD GROUP COMPANY
December 12, 2007 - March 26, 2009
STANFORD GROUP COMPANY
Primary Firm SEC Registration
CAMDEN WEALTH ADVISORS LLC
CRD#: 148518 / SEC#: 801-70004
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
CAMDEN WEALTH ADVISORS LLC
CRD#: 148518 / SEC#: 801-70004
Contact information
SEC notice filing (4 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 518 |
| AUM (Assets Under Management) | $ 340,203,392 |
Accountant surprise examination report
| Filing Date | Form ADV-E Cover | Form ADV-E Report |
|---|---|---|
| 07/24/2025 | ||
| 09/16/2024 | ||
| 01/09/2024 | ||
| 08/10/2023 | ||
| 10/26/2022 |
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.
