Ray Olson's Professional Contact Details

Mobile Number (Verified)
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HQ
+1 804-379-0316
Location
Richmond, Virginia

Ray Olson's Current Company Details

As a financial advisor who is passionate about helping others achieve financial independence, Ray Olson takes an individualized & customized approach to each client. He combines old-fashioned value with the eff...
As a financial advisor who is passionate about helping others achieve financial independence, Ray Olson takes an individualized & customized approach to each client. He combines old-fashioned value with the efficiency & quality today's investors expect. With a focus on investment management, retirement income & wealth management, he stands by his clients, acting as a partner & financial advocate during the length of their retirement, helping them review & adjust their investment portfolio.Securities offered through Kestra Investment Services, LLC (Kestra IS), member FINRA/SIPC. Investment advisory services offered through Kestra Advisory Services, LLC (Kestra AS), an affiliate of Kestra IS. Ray Olson, LLC is not affiliated with Kestra IS or Kestra AS. www.finra.org and www.sipc.orgThis site is published for residents of the United States only. Registered Representatives of Kestra Investment Services, LLC and Investment Advisor Representatives of Kestra Advisory Services, LLC, may only conduct business with residents of the states and jurisdictions in which they are properly registered. Therefore, a response to a request for information may be delayed. Not all of the products and services referenced on this site are available in every state and through every representative or advisor listed. Neither Kestra IS nor Kestra AS provides legal or tax advice. For additional information, please contact our Compliance department at 844-553-7872.
retirement income
tax planning
family financial planner
financial consulting
college planning
fee based planning
financial services
management consulting

Ray Olson's Work History and Education

Ray Olson Family Financial Planning
Owner/President/Financial Professional at Ray Olson, LLC
2009 - Present
Philip Morris International
Financial Services Specialist | Financial Analyst & Investor Relations
1991 - 1999 • 8 years
PwC
Certified Public Accountant® (CPA) | Senior Associate
1986 - 1991 • 5 years

Others Named Ray Olson

Information Technology Analyst at Government of Saskatchewan
Non Foods Manager at Pathmark Stores, Inc.
Energy/Controls Manager at Oneida Nation
electronic commerce at body update
Warranty Manager at NSK
Primary Account Rep at Paragus IT
Strategic Account Manager at Juniper Networks

Frequently Asked Questions about Ray Olson


What company does Ray Olson work for?

Ray Olson works for Ray Olson Family Financial Planning.

What is Ray Olson's role at Ray Olson Family Financial Planning?

Ray Olson's role at Ray Olson Family Financial Planning is Owner/President/Financial Professional at Ray Olson, LLC.

What is Ray Olson's email address?

Ray Olson's email address is r**@rayolson.net.

What is Ray Olson's business email address?

Ray Olson's business email address is r**@rayolson.net.

What is Ray Olson's direct mobile number?

Ray Olson's direct mobile number is (804) XXX-XXXX.

What is Ray Olson's HQ phone number?

Ray Olson's HQ phone number is +1 804-379-0316.

What industry does Ray Olson work in?

Ray Olson works in the Financial Services industry.

Who are Ray Olson's colleagues?

Ray Olson's colleagues are Cammie Olson, Cooper Casillas and Kathryn Winfree.
Vice President and Co-Owner, Ray Olson, LLC
Senior Client Service Associate

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