Erik Olson (CRD# 7778455) is an Investment Advisor Representative working at Argent Wealth, LLC in Ridgeland, MS and has 1 year of experience in the finance industry.
CRD# 4521298
Bergland Wealth Management, Inc.
CRD# 1649163
Primerica Advisors
CRD# 1669173
Primerica Advisors
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Pinnacle Wealth, LLC | Ridgeland, MS | Jun 2023 - Current | < 1 |
| Pinnacle Wealth, LLC | Ridgeland, MS | Nov 2020 - Jun 2023 | 2 |
| Cups | Madison, MS | Mar 2011 - Nov 2020 | 9 |
| Regions | Clinten, MS | Aug 2019 - Jan 2020 | < 1 |
| Republic Finance | Ridgeland, MS | Mar 2018 - Jul 2019 | 1 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S65 | NASAA Investment Advisors Law Examination | May 2023 |
- MS
- TX
-
Total Assets Under Management403MILLIONS
-
Total Number of Accounts760ACCOUNTS
-
Average Account Value$530,190
- A percentage of assets under your management
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers (including private fund managers)
AL, FL, LA, MS, TN, TX
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