Camille
Olson

Kestra Advisory Services, LLC

CRD#4192414
Investment Advisor
in Austin, TX
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About this Advisor

Camille Olson is a financial advisor operating in Austin, Texas, who has been in the financial industry for 18 years. Olson is an employee of Kestra Advisory Services, LLC. Olson has gained experience at Signator Investors, Inc, Transamerica Financial Advisors, Inc and Olson Financial Group, LLC. Olson has Series 63, Series 65 and Series 66 licenses, certifying them as both a securities agent and an investment advisor representative, and is registered to operate in Virginia. Kestra Advisory Services, LLC is a firm that has its headquarters in Austin, Texas. The investment advisory business has offices in 513 locations and a total of 1,231 employees. It oversees $20 billion in assets among its 75,277 customer accounts, placing it among the biggest investment advisory firms in the nation by assets under management. The firm provides financial advice to 84 charities and foundations. Of its 75,277 customer accounts, just 12% belong to high-net-worth individuals who have greater than $1 million in assets. Kestra Advisory Services, LLC provides a wide range of services, including financial planning services, portfolio management for individuals and small businesses, pension consulting services and selection of other advisers. Financial advisory fees are based on which service is offered. However, fees charged by Kestra Advisory Services, LLC may include any combination of asset-based, hourly and fixed fees.

Certifications and Registrations

Series 63, Series 65, Series 66

Years of Experience

18 years

Services Offered

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

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees

Disclosures

No

Office Location

5707 Southwest Parkway Building 2, Suite 400
Austin, TX 78735

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Kestra Advisory Services, LLC Brokerage Details

Total Assets Under Management

$21,745,932,849

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

1,291

TX Average: 49
Total Number of Accounts

81,360

TX Average: 2,315
Average Account Size

$267,280

TX Average: $1,314,358

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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 18 years of experience.

2016 - Present (3 years)

Signator Investors, Inc

2000 - Present (19 years)

Transamerica Financial Advisors, Inc

2002 - 2008 (6 years)

Olson Financial Group, LLC

Disclosures

Camille Olson has no disclosures.

Please visit their SEC profile for more details.

This content was compiled from the SEC and FINRA.

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