Daniel
Goldman
Olson Investment Advisors, LLC
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About this Advisor
Daniel Goldman is a financial advisor based in Bellevue, Washington, working with Olson Investment Advisors, LLC. Daniel has previously held positions at First Allied Securities, Inc, Olson Investment Advisors, LLC, and Cetera Advisors LLC. Daniel has passed the Series 63 and Series 66 regulatory exams and is registered to provide services in Arizona, Louisiana, Michigan, Texas, and Washington. Currently, Daniel is part of Olson Investment Advisors, LLC, which operates out of Bellevue, Washington. The firm has 2 employees and manages assets totaling $143.0 million. The firm serves high-net-worth clients and offers portfolio management for individuals and small businesses. The fee structure at Olson Investment Advisors, LLC includes asset-based fees.
Certifications and Registrations
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Olson Investment Advisors, LLC Brokerage Details
$143,037,175
2
347
$412,211
Investment Advisory Services
- Portfolio management for individuals and/or small businesses
Daniel Goldman Work History
Cetera Advisors LLC
Olson Investment Advisors, LLC
First Allied Securities, Inc
Disclosures
Please visit the SEC profile of Daniel Goldman 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 Olson Investment Advisors, LLC
Bellevue, WA
Bellevue, WA
Bellevue, WA
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