LPL Financial
42yrs
Top advisor by experience in Encino
38yrs
Robert Olson is a fiduciary financial advisor in Encino, California, with 38 years in the industry. After seven years at Banc of America Investment Services, Robert joined Merrill in 2009, a firm offering investment management, retirement plan consulting, and selecting outside investment managers. Merrill reports being paid through a percentage of assets, flat fees, and commissions.
One of 181 advisors with offices in Encino, and one of 158 fiduciaries.
At a glance
Experience38 years (since 1988)
How that compares ?Top 5% by experience in Encino
Office16830 Ventura Blvd, Encino, CA 91436
FirmMerrill
How the firm is paid ?Percent of assets, Flat fee, Commissions
Typical client at the firm ?$860,085
Advisors at the firm25,559
States licensed ?2 states
Services through Merrill
Investment management for individuals and small businessesInvestment management for businesses and institutionsRetirement plan consultingChoosing other investment managersEducational seminars and workshopsOther services
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Career
- 2009 – nowMerrillCurrent firm
- 2002 – 2009Banc of America Investment Services, Inc.Previously
Contact Robert
(800) 637-7455Firm headquarters in New York, NY. Ask for Robert. 16830 Ventura BlvdEncino, CA 91436Office · Get directions
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Questions to ask Robert
Tailored to Robert’s registration and firm.
- What's your succession plan, and who would work with me if you retire?
- At a firm this size, will I work with you directly or with a service team?
- If you use outside managers, how are they chosen and what do they cost on top of your fee?
- Where would my money be held, and will I get statements directly from that firm?
- What would I pay in total each year, in dollars, including fund and trading costs?
My notes and scorecard
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About Robert
How do I contact Robert?
Call Merrill at (800) 637-7455 and ask for Robert Olson. Robert works from the Encino, CA office.
How long has Robert been a financial advisor?
Robert has been in the industry since 1988, about 38 years. Top 5% by experience in Encino.
What licenses does Robert hold?
Series 63, Series 65. Tap any license on this page to see what it allows.
Is Robert a fiduciary?
Robert is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Robert paid?
Merrill reports being paid by a percentage of the assets they manage, flat or fixed fees, commissions on some products. Ask Robert for your total yearly cost in dollars.
Official record as of October 3, 2026.
This profile is for information only and is not financial advice or a recommendation.
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