CHARLES LYON OLSON is an investment adviser representative (IAR) with state registration records since 2004, appearing at 6 firms. Currently registered with CONNECTICUT WEALTH MANAGEMENT, LLC.
| Firm | From | To | Current |
|---|---|---|---|
| CONNECTICUT WEALTH MANAGEMENT, LLC | 2023-05-04 | present | Yes |
| PEOPLE'S UNITED ADVISORS, INC. | 2018-04-05 | 2022-12-31 | — |
| PEOPLE'S SECURITIES, INC. | 2015-12-07 | 2020-03-31 | — |
| UVEST FINANCIAL SERVICES GROUP, INC. | 2008-05-09 | 2011-10-05 | — |
| BANC OF AMERICA INVESTMENT SERVICES, INC. | 2007-06-05 | 2007-12-11 | — |
| UVEST FINANCIAL SERVICES GROUP, INC. | 2007-02-13 | 2007-06-06 | — |
| WEBSTER INVESTMENT SERVICES, INC. | 2004-08-04 | 2007-02-13 | — |