Felice Olmos (CRD# 7754264) is an Investment Advisor Representative working at Financial Concepts in Columbus, MS and has 1 year of experience in the finance industry.
CRD# 6155221
Lpl Financial LLC
CRD# 5619132
Phillips Wealth Planners LLC
CRD# 2522747
Ifg Advisory, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Financial Concepts | Columbus, MS | Jan 2020 - Current | 4 |
| Unemployed | Columbus, MS | Jun 2019 - Dec 2019 | < 1 |
| Nicholas Air | Columbus, MS | Jul 2018 - May 2019 | < 1 |
| Unemployed | Los Angeles, CA | Nov 2017 - Jun 2018 | < 1 |
| United Exchange Corp | Los Angeles, CA | May 2017 - Oct 2017 | < 1 |
| Unemployed | Los Angeles, CA | Sep 2014 - Apr 2017 | 2 |
| Monster Energy Corp | Corona, CA | Nov 2006 - Aug 2014 | 7 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S65 | NASAA Investment Advisors Law Examination | Oct 2023 |
- MS
-
Total Assets Under Management760MILLIONS
-
Total Number of Accounts4,829ACCOUNTS
-
Average Account Value$157,388
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
AL, AR, CA, FL, GA, LA, MO, MS, NC, NE, NH, PA, SC, TN, TX, VA
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