Andrea Olsen Condon

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

• 09/2005 → Present
  Lpl Financial Llc (Formerly: Linsco Private Ledger)
  Fredericksburg, TX

Previous Registrations

• 2002-11-15 → 2005-09-20
  Osaic Fa, Inc.
  Houston, TX

Other Businesses

(1) 04/18/2008: TANGLEWOOD FARMS - INV REL - HOME BASED - REAL ESTATE RENTAL - 2% OF TIME SPENT - RENTAL PROPERTY OWNER (2) 05/28/2013: TANGLEWOOD FAMILY OFFICE - DBA FOR LPL BUSINESS (ENTITY FOR LPL BUSINESS) - INV REL - 104 SOUTH ELK STREET, STE 3, FREDERICKSBURG, TX 78624 (3) 11/12/2013: TANGLEWOOD WREATH COMPANY - FLORAL DESIGN - 10% OF TIME SPENT - DESIGNS AND SELLS SEASONAL DECORATIVE WREATHS. (4) 11/18/2013: TANGLEWOOD LIFESTYLE MANAGEMENT - LIFESTYLE MANAGEMENT SERVICES - 10% OF TIME SPENT - PROVIDES NON-FINANCIAL, PERSONAL LIFESTYLE MANAGEMENT SERVICES INCLUDING DINING/ENTERTAINMENT, TRAVEL, PERSONAL SHOPPING AND OTHER TIME CONSUMING TASKS. (5) 02/24/2015: TANGLEWOOD INTERESTS, LLC - INV REL - HOME BASED - BUSINESS ENTITY FOR TAX/INVESTMENT PURPOSES ONLY - START 03/01/2015 - 5 HR/MO NONE DURING SECS TRDG HRS

Exams

• S65 Uniform Investment Adviser Law Examination
  2002-11-13
• S63 Uniform Securities Agent State Law Examination
  1998-12-07

Other Names

• Mary Andrea Olsen
• Andrea Condon
• Andrea Olsen Condon
• Andrea Olsen Messier
• Andrea Olsen Messier