Financial ADVSR advisor directory · SEC adviser records
Olio Financial Planning financial advisors in Virginia
Every SEC-registered investment adviser representative at a Olio Financial Planning office in Virginia, by city and A to Z.
The short answer
12 registered advisors work at Olio Financial Planning in Virginia, out of 12 nationwide; it's the firm's number 1 state by advisors, and the most are in McLean (6). 9 list the CFP designation and 0 are also registered broker representatives.
Olio Financial Planning advisors by city in Virginia
Every firm in Virginia →Olio Financial Planning advisors in Virginia, A to Z
Search by name →- Amanda K. AnsellBlacksburg · Certified Financial Planner
- Brae A. BeggsMcLean
- Michael K. HughesMcLean · Certified Financial Planner
- Rebecca E. LeesCrozet · Certified Financial Planner
- John A. LienertMcLean · Certified Financial Planner
- Andrew J. MillerMcLean · Certified Financial Planner
- Amy E. MooreBlacksburg · Certified Financial Planner
- Rachel R. PottersBlacksburg
- Sarah B. RacekBlacksburg · Certified Financial Planner
- Kelly E. RyanBlacksburg
- Brian C. TalbottMcLean · Certified Financial Planner
- Spencer T. WerresMcLean · Certified Financial Planner
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Questions
How many Olio Financial Planning financial advisors are in Virginia?
12 investment adviser representatives are registered at Olio Financial Planning offices in Virginia, according to the SEC's Investment Adviser Public Disclosure records, out of 12 at the firm nationwide. 9 list the CFP designation and 0 are also registered as broker representatives.
Where in Virginia does Olio Financial Planning have the most advisors?
McLean, with 6, then Blacksburg (5). Olio Financial Planning has advisors in 3 cities in Virginia.
How do I check a Olio Financial Planning advisor in Virginia?
Each advisor below links to a profile with their registrations, exams, designations and how long they've been registered, plus links to the SEC's adviser search and FINRA BrokerCheck, where any disclosures are listed in full.
Source: the SEC's Investment Adviser Public Disclosure daily file. Advisors are listed at the city of the Olio Financial Planning office they're registered at; broker-only representatives (FINRA BrokerCheck) aren't included.