Raymond James Financial Services Advisors
45yrs
Top advisor by experience in Roswell
26yrs
Mark Olson has worked in the financial industry for 26 years and is a financial advisor based in Roswell, Georgia. Mark joined DBA Olson Associates in 2012, a firm offering financial planning, investment management, and selecting outside investment managers. Mark holds the CFP® designation.
At a glance
Experience26 years (since 2000)
How that compares ?Top 25% by experience nationwide
Office701 Bombay Lane, Roswell, GA 30076
How the firm is paid ?Percent of assets, Flat fee, Commissions
Typical client at the firm ?$508,097
States licensed ?1 state
Services through DBA Olson Associates
Financial planningInvestment management for individuals and small businessesChoosing other investment managers
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Designations
CFP®
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Series 63Uniform Securities Agent State Law Examination
Career
- 2012 – nowDBA Olson AssociatesCurrent firm
Contact Mark
(770) 740-8744DBA Olson Associates main office 701 Bombay LaneRoswell, GA 30076Office · Get directions
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Questions to ask Mark
Tailored to Mark’s registration and firm.
- What's your succession plan, and who would work with me if you retire?
- What does a financial plan with you include, and how often is it updated?
- 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 Mark
How do I contact Mark?
Call DBA Olson Associates at (770) 740-8744 and ask for Mark Olson. Mark works from the Roswell, GA office.
How long has Mark been a financial advisor?
Mark has been in the industry since 2000, about 26 years. Top 25% by experience nationwide.
What licenses does Mark hold?
Series 63. Tap any license on this page to see what it allows.
Is Mark a fiduciary?
Mark is registered with an advisory firm. Ask whether they act as a fiduciary for all the advice they give you.
How is Mark paid?
DBA Olson Associates reports being paid by a percentage of the assets they manage, flat or fixed fees, commissions on some products. Ask Mark 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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