Benjamin Olson (CRD# 5507333) is an Investment Advisor Representative working at R.o.i. in Lindon, UT and has 15+ years of experience in the finance industry. Benjamin Olson has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination,pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which putclients' interests first and comply with the Financial Planning Practice Standards. Benjamin is also a Certified Public Accountant (CPA) and a member of NAPFA an organization for fee-only financial Advisors.
CRD# 4683570
Cetera Investment Advisers LLC
CRD# 1870699
Five Seasons Financial Planning LLC
CRD# 840425
Equitable Advisors, LLC
Company Name | Location | Dates | Years |
---|---|---|---|
R.o.i. | Lindon, UT | Oct 2005 - Current | 18 |
- TX
- UT
-
Total Assets Under Management80MILLIONS
-
Total Number of Accounts616ACCOUNTS
-
Average Account Value$129,870
- A percentage of assets under your management
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
TX, UT
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