Lauren
Olson

Dimensional Fund Advisors Lp

CRD#6486874
Investment Advisor
in Charlotte, NC

Answer a few questions and
get matched with an advisor.

Find an Advisor

About this Advisor

Lauren Olson is a financial advisor based in Charlotte, North Carolina. Currently a registered advisor at Dimensional Fund Advisors Lp, Olson has 10 years of experience as an investment advisor. Olson holds a Series 66 license, certifying them as both a securities agent and an investment advisor representative. Olson is able to advise investors based out of Texas. Throughout their career, Olson has worked at Dimensional Fund Advisors and Blackrock. Dimensional Fund Advisors Lp is located in Charlotte, North Carolina, and has two other brick-and-mortar locations in the United States. In total, Dimensional Fund Advisors Lp oversees $663 billion in assets across 462 accounts and employs more than 1,050 people. The amount of assets the firm manages makes it one of the biggest investment advisory firms in the nation. All of the firm's accounts are managed on a discretionary basis, in which the advisor makes all of the buying and selling decisions on the client's behalf. Currently 5% of the advisory firm's clients are high-net-worth individuals, meaning they have more than $1 million in assets. Dimensional Fund Advisors Lp can provide portfolio management for individuals and small businesses, portfolio management for investment companies, portfolio management for pooled investment vehicles and portfolio management for institutional clients. The firm may charge clients asset-based, fixed and performance-based fees.

Certifications and Registrations

Series 66

Years of Experience

10 years

Services Offered

Portfolio management for individuals and/or small businesses, Portfolio management for investment companies, Portfolio management for pooled investment vehicles, Portfolio management for businesses or institutional clients

Fee Structure

Percentage of Assets, Fixed Fees, Performance-based Fees

Disclosures

No

Office Location

1515 South Tryon St
Charlotte, NC 28203

Not sure which advisor is right for you? Use our matching tool.

Our matching tool simplifies the process of finding a financial advisor. To match you with top financial advisors nearby, we ask you a series of questions about your retirement plans, life status, investment goals and advisor preferences, which are all important topics to consider when choosing a financial advisor. Based on that information, we match you with financial advisors near you who suit your needs. Our matching tool has connected more individuals with financial advisors than any other service in the U.S. Click here to get matched with an advisor today.

Dimensional Fund Advisors Lp Brokerage Details

Total Assets Under Management

$662,625,984,072

NC Average: $3,042,739,679
Total Number of Employees

1,050

NC Average: 49
Total Number of Accounts

462

NC Average: 2,315
Average Account Size

$1,434,255,377

NC Average: $1,314,358

Let us help match you with the right financial advisor for your needs.

Answer a few questions to get a personalized match.
Get started

Investment Advisory Services

  • Portfolio management for individuals and/or small businesses
  • Portfolio management for investment companies
  • Portfolio management for pooled investment vehicles
  • Portfolio management for businesses or institutional clients

Lauren Olson Work History

Lauren has 10 years of experience.

2015 - Present (5 years)

Dimensional Fund Advisors

2014 - 2015 (1 year)

Blackrock

2010 - 2014 (4 years)

Blackrock

2010 - 2010 (< 1 year)

Blackrock

Disclosures

Lauren Olson has no disclosures.

Please visit their SEC profile for more details.

Financial Advisors at Dimensional Fund Advisors Lp

Weideng He
Austin, TX
Angella Welcome
Austin, TX
Kevin Yuan
Austin, TX
Lauren Olson
Charlotte, NC
Kristopher Hicks
Austin, TX
Elle Mcnider
Austin, TX
Richard Cunningham
Austin, TX
Nathan Bonsignore
Austin, TX

This content was compiled from the SEC and FINRA.

Let us help match you with the right financial advisor for your needs.

Answer a few questions to get a personalized match.
Get started