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Financial ADVSR advisor directory · SEC adviser records

Olio Financial Planning financial advisors in Blacksburg, VA

Every SEC-registered investment adviser representative at a Olio Financial Planning office in Blacksburg, A to Z.

The short answer

2 registered advisors work at Olio Financial Planning in Blacksburg, out of 12 at the firm nationwide; it ranks number 2 in the city by advisors. 1 list the CFP designation and 0 are also registered broker representatives.

Olio Financial Planning advisors in Blacksburg, A to Z

Every Olio Financial Planning advisor →

Olio Financial Planning advisors in every city and state →Olio Financial Planning: assets, clients and custodians →Advisor Moves: who changed firms this week →

Olio Financial Planning advisors in other cities

McLean, VA 8Crozet, VA 1Tyro, VA 1

Other firms in Blacksburg

All Blacksburg advisors →

Pfs Investments Inc. 8Wells Fargo Clearing Services, LLC 5Truist Advisory Services, Inc. 4D.A. Davidson & Co. 3Edward Jones 3LPL Financial LLC 3

Questions

How many financial advisors does Olio Financial Planning have in Blacksburg?

2 investment adviser representatives are registered at Olio Financial Planning offices in Blacksburg, Virginia, according to the SEC's Investment Adviser Public Disclosure records, out of 12 nationwide. 1 list the CFP designation and 0 are also registered as broker representatives.

Is Olio Financial Planning one of the largest advisor employers in Blacksburg?

Olio Financial Planning ranks number 2 in Blacksburg by registered advisors; Pfs Investments Inc. has the most, with 8.

How do I check a Olio Financial Planning advisor in Blacksburg?

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. Weighing a move? Compare payouts by firm or value a recruiting offer.