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Rachel Renee Potters

Olio Financial Planning

Blacksburg, VA

Mclean, VA

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Current Employers
Olio Financial Planning

1751 Pinnacle Drive Suite 600, Mclean, VA 22102-4007 • United States

Current Registrations

AuthorityCategoryStatusDate
VA RA APPROVED 2022-01-03
  • VA RA
    APPROVED
    Since 2022-01-03

Branch Locations

301 South Main St. Suite 203, Blacksburg, VA 24060 • United States

1751 Pinnacle Drive Suite 600, Mclean, VA 22102-4007 • 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
Olio Financial Planning Blacksburg VA 09/2021 Present
Virginia Polytechnic Institute And State University Blacksburg VA 10/2014 09/2021
  • 09/2021 → Present
    Olio Financial Planning
    Blacksburg, VA
  • 10/2014 → 09/2021
    Virginia Polytechnic Institute And State University
    Blacksburg, VA
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2021-11-17
  • S65 Uniform Investment Adviser Law Examination
    2021-11-17
Other Names
  • Rachel Renee Clark

View on SEC IAPD

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Jesse Grant Buchanan
RONNIE LYNN COCHRAN
BRANDON RAY SEMONES

Other Offices

LPL FINANCIAL LLC · BLACKSBURG, VA
GENEOS WEALTH MANAGEMENT, INC. · Blacksburg, VA
EQUITABLE ADVISORS, LLC · BLACKSBURG, VA
MAIN ADVISORY, INC. · BLACKSBURG, VA
EAGLE STRATEGIES LLC · BLACKSBURG, VA
STATE FARM INVESTMENT MANAGEMENT CORP. · Blacksburg, VA
BCG SECURITIES, INC. · Blacksburg, VA
EDWARD JONES · BLACKSBURG, VA

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