Olga Avdaev

Employer firm

LPl Financial LLC CRD 6413

$819B regulatory AUM 209,600 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Educational seminars
• CONSULTING AND OTHER NON-DISCRETIONARY ADVISORY SERVICES

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 04/2016 → 01/2017
  Summit Equities, Inc.
  Parsippany, NJ
• 04/2016 → 01/2017
  Summit Risk Management, Inc.
  Parsippany, NJ
• 01/2017 → Present
  Lpl Financial, Llc
  Denvile, NJ

Other Businesses

1) 12/27/2016 - Duphiney Financial Network - DBA for LPL Business (entity for LPL business) - inv rel - at reported business location(s) - start: 01/20/2017 - 160 hr/mth

Exams

• S65 Uniform Investment Adviser Law Examination
  2017-03-11
• S63 Uniform Securities Agent State Law Examination
  2011-04-19

Designations

• Certified Financial Planner

Other Names

• Olga Krivulin
• Olga Krivulin