Camille
Olson
Kestra Advisory Services, LLC
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About this Advisor
Camille Olson is a financial advisor operating in Midlothian, Virginia with a total of 7 years of relevant experience. Olson is an employee of Kestra Advisory Services, LLC. The advisor has gained experience at Transamerica Financial Advisors, Inc, Kestra Investment Services, LLC, Kestra Advisory Services, LLC and Signator Investors, Inc. Olson has Series 63, Series 65 and Series 66 licenses, qualifying them as both a securities agent and an investment advisor representative, and is approved to work in Virginia. Kestra Advisory Services, LLC is a registered investment company that has its headquarters in Austin, TX. It has offices in 544 locations and a total of 1,311 financial advisors. It controls $42 billion in assets under management among its 140,407 customer accounts, placing it among the largest financial advisory firms in the country by assets under management. The firm provides financial advice to 132 charitable organizations. Of its 140,407 customer accounts, 17% belong to high-net-worth clients who have at least $1 million in assets available to invest. Kestra Advisory Services, LLC has a wide array of services, such as financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services and selection of other advisers. Fees charged by financial advisors vary depending on which services are offered. However, fees billed by Kestra Advisory Services, LLC most likely are comprised of asset-based, hourly and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Kestra Advisory Services, LLC Brokerage Details
$41,795,124,579
1,311
140,407
$297,671
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Pension consulting services
- Selection of other advisers
Camille Olson Work History
Camille has been registered as a financial advisor for 7 years.*
Kestra Investment Services, LLC
Kestra Advisory Services, LLC
Signator Investors, Inc
Transamerica Financial Advisors, Inc
*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 Camille Olson 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 Kestra Advisory Services, LLC
Lutherville Timonium, MD
Lincoln, NE
Saint Augustine, FL
Austin, TX
Charlotte, NC
Cushing, TX
Paramus, NJ
Austin, TX
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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