Alan Wayne Olson

Employer firm

Royal Fund Management, LLC CRD 144434

$1.56B regulatory AUM 23 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Selection of other advisers
• SUB-ADVISOR TO OTHER ADVISERS

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

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

Current Employers

Employment History

• 05/1998 → Present
  Self Employed
  Houston, TX
• 09/2014 → Present
  Royal Fund Management, Llc
  The Villages, FL

Previous Registrations

• 2008-11-06 → 2014-12-31
  Wealth Creation Advisors, Inc
  Houston, TX

Other Businesses

SELF EMPLOYED; NON-INVESTMENT RELATED; 12727 FEATHERWOOD #119, HOUSTON TX 77034; INSURANCE SERVCES; INSURANCE AGENT; 5/2006; GREATER THAN 50% OF TIME SPENT IN THIS BUSINESS

Exams

• S65 Uniform Investment Adviser Law Examination
  2008-01-22
• S63 Uniform Securities Agent State Law Examination
  1987-05-04