Scott Lee Olds
Investment Adviser Representative at SPC
Professional summary
Compiled by AdvisorFinder from public regulatory records. This advisor has not provided a personal biography.
Scott Lee Olds is an investment adviser representative with SPC in Marion, IN, where they have been registered since 2017. They have worked in the securities industry since 2006 and were previously registered with H.d. VEST Advisory Services, Inc. They have passed 4 industry qualification exams, including the Series 65 (investment adviser), Series 7 (general securities representative), and Series 63 (state securities agent). They are registered to provide investment advice in Indiana and Texas.
Registrations & licenses
- Investment adviser:
- Indiana, Texas
- Broker:
8 states and territories
Arkansas, Colorado, Florida, Indiana, Kansas, Nevada, Tennessee, Texas
Registration requirements vary by state and service. Contact the advisor's firm to confirm whether they can serve you.
Financial-firm registration history
Registration history as reported to FINRA, most recent first.
Reported employment history
Employment the advisor reported on their SEC/FINRA filings, as of October 8, 2026. It may not be a complete history.
- GBS TAX Service, LLCFeb 2006 – no end date reportedMarion, IN
- HD VESTJun 2006 – Dec 2017Marion, IN
- American Family LIFE Assurance CompanyJun 2013 – Dec 2017Columbus, GA
- HD VEST Advisory ServicesAug 2013 – Dec 2017Marion, IN
- Parkland Securities LLCDec 2017 – no end date reportedAnn Arbor, MI
- Sigma Planning CorporationDec 2017 – no end date reportedAnn Arbor, MI
- GBS Investments Inc.Sep 2026 – no end date reportedMarion, IN
Official records & sources
Data as of August 11, 2026 · Source: SEC IAPD & FINRA BrokerCheck
About SPC
These details describe the firm overall. Individual advisors' services, clients, and fees may differ.
Fee arrangements the firm reports
- Percentage of assets under management
- Hourly
- Fixed fee
- Other
- Firm account minimum
- $5,500 (waivable)
- First $500,0002.50%
- $500,001 - $750,0001.75%
- $750,001 - $1,000,0001.50%
- Greater than $1,000,0001.25%
Arrangements the firm reports on its Form ADV; this advisor may not charge every fee listed. Estimated from the firm's Form ADV — individual terms may differ. Not a quote.
Services the firm offers
Client types the firm serves
Firm assets under management
$5B–$25B
- Firm disclosures (Form ADV)
- Disciplinary history reportedVerify on SEC IAPD
- Advisors listed on AdvisorFinder:
- 473
- Offices listed on AdvisorFinder:
- 24
- Main office:
- Ann Arbor, MI
- SEC file number:
- 801-20404
Counts reflect AdvisorFinder directory coverage, not necessarily the firm's complete network.
Form ADV data as of May 7, 2026
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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 Lee Olds 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.
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