Brae
Beggs
Olio Financial Planning
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About this Advisor
Brae Beggs is a financial advisor based in Mc Lean, Virginia, working with Olio Financial Planning. Brae has previously held positions at Baltimore Orioles, Applebees, Valley Feed & Seed, Kansas State University Turf Research, Tpc Scottsdale, Fresh Meadow Country Club, Clearview Park Golf Course, Westco Financial Group, Noor Staffing Group, Defrate & Paavola, LLC, and Olio Financial Planning, LLC. Brae has passed the Series 65 regulatory exam and is registered to provide services in New York. Currently, Brae is part of Olio Financial Planning, which operates out of Mc Lean, Virginia. The firm has 1 office and 12 employees. The firm manages assets totaling $412.7 million and serves high-net-worth clients. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, and educational seminars. The fee structure at Olio Financial Planning includes hourly and fixed fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Olio Financial Planning Brokerage Details
$412,667,401
12
1,486
$277,704
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Pension consulting services
- Educational seminars/workshops
Brae Beggs Work History
Olio Financial Planning, LLC
Defrate & Paavola, LLC
Noor Staffing Group
Westco Financial Group
Clearview Park Golf Course
Fresh Meadow Country Club
Valley Feed & Seed
Kansas State University Turf Research
Tpc Scottsdale
Baltimore Orioles
Applebees
Disclosures
Please visit the SEC profile of Brae Beggs 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 Olio Financial Planning
Mc Lean, VA
Blacksburg, VA
Blacksburg, VA
Blacksburg, VA
Taylors, SC
Blacksburg, VA
Mc Lean, VA
Mc Lean, VA
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