Dimensional Fund Advisors Lp

Investment Advisor
in Charlotte, NC

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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



Office Location

1515 South Tryon St
Charlotte, NC 28203

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Dimensional Fund Advisors Lp Brokerage Details

Total Assets Under Management


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


NC Average: 49
Total Number of Accounts


NC Average: 2,315
Average Account Size


NC Average: $1,314,358

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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 (7 years)

Dimensional Fund Advisors

2014 - 2015 (1 year)


2010 - 2014 (4 years)


2010 - 2010 (< 1 year)



Lauren Olson has no disclosures.

Please visit their SEC profile for more details.

Financial Advisors at Dimensional Fund Advisors Lp

Richard Cunningham
Austin, TX
Angella Welcome
Austin, TX
Johnathon Dekinder
Austin, TX
William Cone
Austin, TX
Shivani Pandya
Austin, TX
Kristopher Hicks
Austin, TX
Madeline Rapp
Austin, TX

The content in this profile was updated on 08/06/2020, using data compiled from the SEC and FINRA.

Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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