Best Investors Account Sign in

Claryann Kiilani Olofsson-Loo

LPl Financial LLC

San Diego, CA

San Diego, CA

Claim This Profile
Current Employers
Lpl Financial Llc

1055 Lpl Way, Fort Mill, SC 29715 • United States

Current Registrations

AuthorityCategoryStatusDate
CA RA APPROVED 2023-09-06
  • CA RA
    APPROVED
    Since 2023-09-06

Branch Locations

4707 Executive Dr, San Diego, CA 92121-3091 • United States

San Diego, CA • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Lpl Financial San Diego CA 09/2019 Present
Patterson Dental Supply San Diego CA 09/2017 07/2019
N/A San Diego CA 07/2017 09/2017
N/A Stockholm 06/2017 07/2017
Vela Nuoto Ancona Ancona 11/2016 06/2017
Insurance Company Of The West San Diego CA 01/2016 09/2016
Club Natacion Boadilla Madrid 09/2016 11/2016
N/A San Diego CA 07/2019 09/2019
  • 09/2019 → Present
    Lpl Financial
    San Diego, CA
  • 09/2017 → 07/2019
    Patterson Dental Supply
    San Diego, CA
  • 07/2017 → 09/2017
    N/A
    San Diego, CA
  • 06/2017 → 07/2017
    N/A
    Stockholm
  • 11/2016 → 06/2017
    Vela Nuoto Ancona
    Ancona
  • 01/2016 → 09/2016
    Insurance Company Of The West
    San Diego, CA
  • 09/2016 → 11/2016
    Club Natacion Boadilla
    Madrid
  • 07/2019 → 09/2019
    N/A
    San Diego, CA
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2023-09-01
  • S66 Uniform Combined State Law Examination
    2023-09-01
Other Names
  • Clay Olofsson-Loo
  • Claryann Olofsson-Loo

View on SEC IAPD

Other Firms

CETERA INVESTMENT ADVISERS LLC
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC
RBC CAPITAL MARKETS, LLC
CETERA INVESTMENT MANAGEMENT LLC
ONE CAPITAL MANAGEMENT, LLC
TRIVANT CUSTOM PORTFOLIO GROUP LLC
SILVIA MCCOLL WEALTH MANAGEMENT, LLC
RICE HALL JAMES & ASSOCIATES LLC

Other Investors

Summer Rae Pretzer
Jeffrey Raymond Dockan
Arben Qirjazi
James Grandinetti
RYAN MAUL
JAMES T FARLEY
ASHLEY LYNN TESTER
Megan Polizzi

Other Offices

CETERA INVESTMENT ADVISERS LLC · SAN DIEGO, CA
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC · SAN DIEGO, CA
CETERA INVESTMENT ADVISERS LLC · SAN DIEGO, CA
RBC CAPITAL MARKETS, LLC · SAN DIEGO, CA
CETERA INVESTMENT MANAGEMENT LLC · SAN DIEGO, CA
CETERA INVESTMENT ADVISERS LLC · SAN DIEGO, CA
CETERA INVESTMENT ADVISERS LLC · SAN DIEGO, CA
CETERA INVESTMENT ADVISERS LLC · SAN DIEGO, CA

More in San Diego, CA

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor