Best Investors Account Sign in
Inactive

Rachel Renee Potters

Olio Financial Planning

Blacksburg, VA

Mclean, VA

CRD 7477043

Claim This Profile
Employer firm

Olio Financial Planning CRD 282355

$601M regulatory AUM 2 advisory clients

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Portfolio management (institutions)
  • Pension consulting
  • Educational seminars

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

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

Nearby Firms

LPL FINANCIAL LLC
GENEOS WEALTH MANAGEMENT, INC.
EQUITABLE ADVISORS, LLC

Nearby Investors

STACY HUNTER MARTIN
CHRISTOPHER J FRENCH
MICHAEL BERRY COOKE

Nearby Offices

LPL FINANCIAL LLC · BLACKSBURG, VA
GENEOS WEALTH MANAGEMENT, INC. · Blacksburg, VA
EQUITABLE ADVISORS, LLC · BLACKSBURG, VA

More in Blacksburg, VA

Reviews
No reviews yet

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor