Best Investors
Account
Sign in
5707 Southwest Parkway Building 2, Suite 400, Austin, TX 78735 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| VA | RA | APPROVED | 2016-07-21 |
Branch Locations
2201 West Broad Street Suite 205, Richmond, VA 23220 • United States
5707 Southwest Parkway Building 2, Suite 400, Austin, TX 78735 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Transamerica Financial Advisors, Inc. | Midlothian | VA | 09/1998 | Present |
| Signator Investors, Inc. | Midlothian | VA | 05/2016 | Present |
| Kestra Advisory Services, Llc | Richmond | VA | 07/2016 | Present |
| Kestra Investment Services, Llc | Richmond | VA | 07/2016 | Present |
Business Name: Ray Olson, LLC Investment Related: Yes Address: 13803 Village Mill Drive, Suite 300 Midlothian VA 23114 Nature of Business: Registered Rep Activities through Kestra Investment Services, LLC using a DBA name; Insurance; Investment Advisory services through Kestra Advisory Services, LLC Position, Title or Relationship: President Start Date: 1/1/1998 Hours per month: 81% - 90% (129 - 144 hours) Hours per month during trading hours: 71% - 80% (99 - 112 hours) Duties: Investment Management Financial Planning Financial AdvisorBusiness Name: Kestra Advisory Services, LLC Investment Related: Yes Address: 5707 Southwest Parkway Building 2, Suite 400 Austin TX 78735 Nature of Business: Investment Advisory services through Kestra Advisory Services, LLC Position, Title or Relationship: Investment Advisor Representative Start Date: 7/12/2016 Hours per month: 100%+ (More than 160 hours) Hours per month during trading hours: 91% - 100% (127 - 140 hours) Duties: Investment Advisor RepresentativeBusiness Name: Ray Olson Investment Related: No Address: 13803 Village Mill Drive Suite 300 Midlothian, VA VA 23114 Nature of Business: Insurance Position, Title or Relationship: Owner Start Date: 1/1/2020 Hours per month: 0% - 10% (0 - 16 hours) Hours per month during trading hours: 0% - 10% (0 - 14 hours) Duties: Sell insuranceBusiness Name: Board Member for Eagle Court HOA Investment Related: No Address: PO Box 302 Nellysford VA 22958 Nature of Business: Board Position (Board of Directors, Board of Trustees, etc.) Position, Title or Relationship: Board Member Start Date: 10/21/2020 Hours per month: 0% - 10% (0 - 16 hours) Hours per month during trading hours: 0% - 10% (0 - 14 hours) Duties: biannual meeting
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1998-11-23 |
| S63 | Uniform Securities Agent State Law Examination | 1998-10-23 |
Reach out to this advisor