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Jill Laurie Olivarez

DIRECT 401K, LLC·MIRAMAR BEACH, Florida
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495 GRAND BLVD, STE 206, MIRAMAR BEACH, FL 32550CRD# 6575052Firm CRD# 173939
01

About

Jill Laurie Olivarez is a registered financial advisor based in MIRAMAR BEACH, Florida, affiliated with DIRECT 401K, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Fee-Only Advisory
Client Types

Client type data will be added during profile enrichment.

03

Firm Overview

Firm
DIRECT 401K, LLC
DIRECT 401K
AUM
—
Regulatory assets under management
Employees
3
Total firm employees
View all advisors at DIRECT 401K, LLC →
Services
Publication of periodicals/newsletters
04

Background

Compensation
Percentage of AUM
Regulatory
SEC/IARD CRD# 6575052
Firm CRD# 173939
No disclosures on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Jill Laurie Olivarez offer?
Jill Laurie Olivarez specializes in Fee-Only Advisory. Contact their office in MIRAMAR BEACH, Florida for a consultation.
What are Jill Laurie Olivarez's credentials?
Jill Laurie Olivarez is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Jill Laurie Olivarez located?
Jill Laurie Olivarez is based in MIRAMAR BEACH, Florida, working with DIRECT 401K, LLC. Their office serves clients in the MIRAMAR BEACH metropolitan area and surrounding communities.
How does Jill Laurie Olivarez charge for services?
Jill Laurie Olivarez's firm is compensated through percentage of aum. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is DIRECT 401K, LLC?
DIRECT 401K, LLC has approximately 3 employees. The firm is registered with the SEC as an investment adviser.
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Other advisors in MIRAMAR BEACH
Claiborne Barksdale Morton — DIRECT 401K, LLCMargaret Rose Mcdowell — ARBOR WEALTH MANAGEMENT, LLCPaul Graham Mcdowell — ARBOR WEALTH MANAGEMENT, LLCAndrew Kenneth Mcdowell — ARBOR WEALTH MANAGEMENT, LLCShefali Agrawal — DIRECT 401K, LLC
Nearby cities in Florida
MIAMI (1221)TAMPA (396)BOCA RATON (391)CORAL GABLES (291)WEST PALM BEACH (251)
City Guides
MIAMI GuideTAMPA GuideBOCA RATON GuideCORAL GABLES GuideWEST PALM BEACH Guide
Research
Advisor Fees in FloridaNational Fee Analysis
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