Olga
Raykhelson
Financial Life Focus, LLC
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About this Advisor
Olga Raykhelson is a financial advisor operating out of Philadelphia, Pennsylvania who has 2 years of relevant experience. Raykhelson is on the advisory team at Financial Life Focus, LLC. They have been employed by Financial Life Focus, Llc for their entire career. Raykhelson holds Series 63 and Series 65 licenses, designating them as both a securities agent and an investment advisor representative, and is approved to work in New York. Financial Life Focus, LLC is a financial advisory business headquartered in Philadelphia, PA. The company has offices in five locations and a total of eight employees. It handles $312 million in assets under management across its 567 client accounts, placing it among the mid-sized investment advisory firms in the United States by assets under management. Of its 567 accounts, 38% belong to high-net-worth investors who have at least $1 million in investable assets. The advisory firm offers a diverse assortment of services, such as financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients and selection of other advisers. Fees for financial management largely vary depending on the type of services offered. However, fees billed by Financial Life Focus, LLC may include some combination of asset-based, hourly, fixed and other fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Financial Life Focus, LLC Brokerage Details
$311,599,847
8
567
$549,559
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Selection of other advisers
Olga Raykhelson Work History
Olga has been registered as a financial advisor for 2 years.*
Financial Life Focus, LLC
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Olga Raykhelson to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Financial Life Focus, LLC
Philadelphia, PA
Pleasanton, CA
Melbourne, FL
West Orange, NJ
Philadelphia, PA
Philadelphia, PA
Newark, CA
The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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