Philip N. Olson
Professional summary
Philip Nathaniel Olson, CFP®, who also goes by Philip Olson, is a registered financial advisor currently at THE ART OF FINANCE LLC located in Austin, Texas.
Philip is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2011. Philip has worked at 3 firms and has passed the Series 65, Series 63, SIE and Series 7 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view Philip Nathaniel Olson's CRS (Customer Relationship Summary).
Certified licenses
Start date: 2015
Experience
December 2, 2015 - Present
THE ART OF FINANCE LLC
Office #1: 14205 N Mopac Expy 5th Floor, Austin, TX 78728February 18, 2014 - December 15, 2015
AMERITAS INVESTMENT COMPANY, LLC
February 12, 2014 - December 15, 2015
AMERITAS INVESTMENT COMPANY, LLC
October 19, 2012 - April 25, 2013
NEW ENGLAND SECURITIES
August 10, 2011 - February 18, 2014
NEW ENGLAND SECURITIES
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Highlighted states indicate IAR registrations
(12/2/2015)
Exams
Current Firm
THE ART OF FINANCE LLC
CRD#: 281950 / SEC#:
Contact information
Regulatory assets under management
| Total Number of Accounts | 80 |
| AUM (Assets Under Management) | $ 33,000,000 |
Red Flags
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