Scott Lawrence Olson

Investment Adviser Representative at IP FINANCIAL ADVISORY SERVICES LLC

CHARLOTTE, NCCRD #711256Dual-registered

Disclosure(s) on record — see official records below

Sourced from SEC IAPD & FINRA BrokerCheck

Years of Experience

46 yrs

States Registered

4 states

Exams Passed

Registrations & licenses

Registration type

Dual-registered

Registered in 4 states

FloridaMichiganMinnesotaNew York

Examinations passed

Series 65

Uniform Investment Adviser Law Examination

Passed 8/30/1999

Series 63

Uniform Securities Agent State Law Examination

Passed 8/18/1980

Series 26

Investment Company Products/Variable Contracts Principal Examination

Passed 1/2/2023

Series 24

General Securities Principal Examination

Passed 7/11/1995

Series 22TO

Direct Participation Programs Representative Examination

Passed 1/2/2023

Series 6TO

Investment Company Products/Variable Contracts Representative Examination

Passed 1/2/2023

SIE

Securities Industry Essentials Examination

Passed 10/1/2018

Series 7

General Securities Representative Examination

Passed 6/2/1995

Series 1

Registered Representative Examination

Passed 6/26/1980

Approximate fees

Estimated from the firm's Form ADV — individual terms may differ. Not a quote.

Primary fee model

Assets Under Management (AUM)

Source

IP FINANCIAL ADVISORY SERVICES LLC Form ADV Part 2A (Item 5), most recent annual amendment.

Employment history

Registration history as reported to FINRA, most recent first.

INNOVATION PARTNERS LLCCurrent

7/13/2021 – CHARLOTTE, NC

C.R.I. SECURITIES, INC.

9/21/1988 – 4/3/1992ST. PAUL, MN

INDEPENDENT FINANCIAL GROUP, LLC

8/11/2017 – 4/30/2021Melbourne, FL

THE EQUITABLE LIFE ASSURANCE SOCIETY OF THE UNITED STATES

7/1/1980 – 2/4/1986

IFS SECURITIES

5/13/2013 – 10/13/2014MELBOURNE, FL

MERRIMAC CORPORATE SECURITIES, INC.

4/5/2010 – 4/17/2013MELBOURNE, FL

SECURITIES AMERICA, INC.

4/2/1992 – 10/7/1994LAVISTA, NE

EISNER SECURITIES, INC.

3/23/2001 – 10/1/2001ST. LOUIS, MO

SUNAMERICA SECURITIES, INC.

2/23/2001 – 3/26/2001PHOENIX, AZ

MUTUAL SERVICE CORPORATION

11/21/2001 – 11/15/2007MELBOURNE, FL

WORLD EQUITY GROUP, INC.

11/19/2007 – 11/25/2009MELBOURNE, FL

EQUICO SECURITIES, INC.

10/20/1980 – 2/6/1986

SECURITIES SERVICE NETWORK, INC.

10/19/1994 – 12/31/1999KNOXVILLE, TN

FINANCIAL WEST GROUP

10/10/2014 – 8/11/2017MELBOURNE, FL

CAMBRIDGE INVESTMENT RESEARCH, INC.

1/5/2000 – 2/22/2001FAIRFIELD, IA

MIMLIC SALES CORPORATION

1/29/1991 – 4/3/1992ST. PAUL, MN

CONSOLIDATED RESOURCES, INC.

1/29/1986 – 9/21/1988

Official records & sources

FINRA BrokerCheck record

Official broker registration & regulatory record

SEC IAPD record

SEC investment adviser registration record

Data as of May 30, 2026 · Source: SEC IAPD & FINRA BrokerCheck

About this profile

This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Scott Lawrence Olson has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on BrokerCheck or SEC.gov before making any decision. AdvisorFinder may be compensated for referrals generated through this page.